*First Name: *Last Name:
*Email: *Phone:
Address 1: Address 2:
*City: *State:
Zip:
* Required Field
M&A Service Needed:
Need Help Closing
a Pending Purchase Transaction
Need Help Conducting
a Proactive Seller Search (1)
Add Me to Your Buyer Database
Interested in Joint Venture Opportunities
Other (describe below)
(1) Intended for the Serious 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:
Annual Revenue:
Recurring Revenue:

Targeted Practice Information

Targeted Region(s):
All Regions
Northeast
Mid-Atlantic
Southeast
Midwest
Southwest
Mountain
Pacific Northwest
Pacific Southwest
Other (describe below)
   
Targeted Practice Type:
Fee Only
Fee & Commission
Commission Only
Other (describe below)
   
Minimum Maximum
Targeted AUM:
Targeted Annual Revenue:
Targeted Recurring Revenue:
   
Maximum Selling Price:
Maximum Down Payment %:
Partial Books Okay:
Yes / No
Additional Objectives:
   
How Did You Learn About Us:
Internet (describe below)
Referral (describe below)
Webinar (describe below)
Email (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 all of the submitted information is true and correct and (c) consenting to be contacted by adviserXchange by telephone, email or otherwise.