WAOM

3.3 x

Getting Started
My Practice Profile
APBOE captures credit and practice information to create a PurchasingPower™ score.
Verification
Verification page provides a portal to securely upload documentation required to verify PurchasingPower™ score
Bookmarked Practices
Notifies APBOE of your interest in specific practices. After bookmarking a practice, you will gain access to status of practice in acquisition process.

Free RIA Market Value Estimator

Individual Practice

Practice 452338

OFF MARKET LISTING

SellerStandard

Bookmark Practice to Inquire Listing Price

Partial, Move to Acquire™ Sale

$51m AUM
$365k Gross Revenue
220 Households
April 06, 2025 Projected Close Date

98% Fee

2% Commission

New Listing

Practice has recently been listed for sale on APBOE.
Accepting Indications of Interest

M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
Initial Buyer Screening

M&A consultant reviewing indications of interest from prospective buyers.
Buyers for Final Presentations Set

M&A consultant has selected buyers for seller review.
Sale Pending

Seller has chosen buyer to acquire practice and negotiating transaction.

New Listing

Practice has recently been listed for sale on APBOE.
Accepting Indications of Interest

M&A consultant accepting indications of interest (“bookmarks”) from prospective buyers.
Initial Buyer Screening

M&A consultant reviewing indications of interest from prospective buyers.
Buyers for Final Presentations Set

M&A consultant has selected buyers for seller review.
Sale Pending

Seller has chosen buyer to acquire practice and negotiating transaction.

Off Market Listing access available exclusively to NextLevel™ designees.

Apply Log In