When buying, selling or transitioning a financial advisory practice, you want a professional adviser on your side who understands the unique characteristics of your industry. 

You want a specialist who can streamline the process by identifying pre-qualified buyers or sellers, assisting with the analysis and valuation of a practice, and guiding you throughout the process.

That's what adviserXchange is all about. In addition to simplifying the sale process, our merger and acquisition (M&A) advisers take the stress and uncertainty out of buying, selling or transitioning an advisory practice. We provide a roadmap that shows you what to expect every step of the way.

Who Comes To Us

adviserXchange offers its guidance and support to a wide range of financial professionals, including:

RIAs, registered representatives, financial planners, CPAs, insurance professionals and other financial professionals offering investment products and services.

Learn More About Our Services

Our primary focus is to proactively help investment and financial advisors with all their M&A and succession planning needs.

If your objective is to acquire an investment or financial advisory practice, you will want to consider our buy-side advisory services.

If you are ready to exit the business or otherwise transition your practice in the near-term, you will want to learn about our sell-side advisory services.

If you are desirous of a more prolonged exit from your practice or customized succession plan, then you may be better suited for our exit / succession planning services.

Here's the Bottom Line...

You don't buy or sell a financial advisory practice every day. It will likely be a one-time life event. By using the M&A consulting services of adviserXchange, you'll get it right the first time - because we'll assist you every step of the way.

Learn More!