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Transition Solutions for Investment & Financial Advisors
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Home Consulting Services » Buy-Side Advisory Sell-Side Advisory Exit / Succession Planning Other Services Buyer Exclusivity Program Practice Valuation Practice Marketplace Membership Practice Exchange Recruiting Get Started Now » Buy A Financial Practice Sell A Financial Practice Exit / Succession Plan Learn More... 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 |
Buyer Exclusivity Program
As a Buyer of Advisory Practices, Would You Like to Get First Opportunity On 'Local' Practices?
In an environment where buyer to seller ratios can be quite high, wouldn't it be helpful to get the first opportunity at investment and financial advisory practices that come up for sale wherever they may be? Since buyers most often prefer to acquire practices in their trade area, wouldn't it be even better to get the first opportunity on those practices? If these are your objectives, you will want to consider our Buyer Exclusivity Program. By adding our Buyer Exclusivity Program to your adviserXchange buy-side consulting engagement, you will be given the first look at the practice opportunities that we identify in your chosen market. As a participant in the program, you will also be given an opportunity to pursue practice opportunities that come up in areas outside of your chosen market before they are made available to the firm's buy-side clients who are not in the program. Let Us Know Which Area of the Country You Would Like to Target The monthly retainer and consulting fee for the Buyer Exclusivity Program starts out at $750 per month with a 1-year commitment (actual pricing is based on the targeted geographic region and level of activity). Key benefits include:
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