*First Name: *Last Name:
*Email: *Phone:
Address 1: Address 2:
*City: *State:
Zip:
* Required Field
M&A Service Needed:
Need Help Closing
a Pending Sale Transaction
 
Need Help Selling and/or Finding
a Buyer for My Practice
 
Other (describe below)
 
   
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:
Est. Overhead Expense %:
No. of Employees:
   
Reasons for Sale:
Retirement
 
Career Change
 
Unplanned Change
 
Burnt-Out
 
Other (describe below)
 
   
Partial Book Sale:
Yes / No
Targeted Selling Price:
Targeted Down Payment %:
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.