Buy A Financial Practice

Popular Articles:
●	Buy Or Sell A Financial Advisory Practice
●	Financial Advisor Exit Plan
●	Financial Advisor Succession Planning
●	Financial Planning Practices For Sale
●	Investment Business Valuation

Other Articles:
●	M&A In A New World
●	Reviving Practice Valuations
●	When A Partner Dies

Buyer's Corner:
●	The Buy-Side Of The M&A Process
●	Ask These Questions

Home > Getting Started > Buy A Financial Practice

Buy A Financial Practice

Start the Process of Buying a Financial Advisory Practice

To begin the process of buying an investment or financial advisory practice, please complete the contact and practice information form below as completely as possible and submit it to our offices. We'll follow-up with you as soon as practicable and/or in due course based on the type of service selected.

Name:

Company:

E-mail:

Phone:

Address 1:

Address 2:

City:

State:

Zip:

M&A Service Needed:

Need Help Closing
a Pending Purchase Transaction

Need Help Conducting
a Proactive Seller Search *

Add Me to Your Buyer Database

Interested in Joint Venture Opportunities

Other (describe below)

^*Intended for the Decided Buyer

My Practice Information

Professional Registration:

RIA

RIA Representative

Registered Representative

Insurance Professional

Other (describe below)

Type of Practice:

Fee-Only

Fee & Commission

Commission Only

Other (describe below)

Years in Business:

Assets Under Management:

Assets Under Advisory:

Annual Revenue:

Recurring Revenue:

Non-Recurring Revenue:

Targeted Practice Information

Targeted Region(s):

All Regions

Northeast

Mid-Atlantic

Southeast

Midwest

Rocky Mountain

Pacific Northwest

West Coast

Southwest

Other (describe below)

Targeted Practice Type:

Fee Only

Fee & Commission

Commission Only

Other (describe below)

Minimum

Maximum

Targeted Assets
Under Management:

Targeted Assets
Under Advisory:

Targeted Annual Revenue:

Targeted Recurring Revenue:

Targeted Selling Price:

Targeted Down Payment %:

Partial Books Okay:

Yes /

Additional Objectives:

How Did You Learn About Us:

Internet (describe below)

Referral (describe below)

Other (describe below)

By submitting your contact and practice information, you are (a) confirming your acceptance of the Terms of Use, (b) certifying that the all of the information is true and correct and (c) consenting to be contacted by adviserXchange, either by telephone, email or otherwise.