adviserXchange offers buy-side advisory services to financial advisors who are looking to buy a financial services practice with proactive assistance and support from an M&A adviser.

When you utilize our buy-side advisory services, we'll first help you set attainable objectives for the proposed purchase transaction and then determine the most effective strategies to realize those objectives.

The scope of our buy-side advisory services will normally also provide for our assistance with the following key activities:

• Identification and contact of targeted acquisition candidates

• Preliminary review and analysis of data received from targeted firms

• Determination of potential valuation range and possible deal structure

• Negotiation of purchase price and other key terms affecting the transaction

• Coordination of due diligence, closing documentation and closing

Regardless of our availability for buy-side advisory engagements, you should have your profile and objectives on file with us (via our Buy A Financial Practice Form) so that we can contact you whenever relevant seller opportunities become available.

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