Whether you need a lot of guidance or just a little when you go to buy or sell a financial practice, adviserXchange will work with you to streamline the transition process via our M&A services.

By having an experienced, industry-focused M&A services adviser on your side, it can make all the difference in the world between a successful, satisfying outcome and a stressful, confusing transaction.

M&A Services We Offer:

• Buy-Side Advisory: Proactive Help In Buying A Financial Practice
  Through our buy-side advisory services, our primary objective is to help you find a financial advisory practice that meets your specified criteria, provide an analysis of its operations, assist with valuations, deal structuring and negotiations, and facilitate the closing. Learn more here.
  
  

• Sell-Side Advisory: Proactive Help In Selling Your Financial Practice
  Our sell-side advisory services take a proactive approach to selling your financial advisory practice from start to finish by helping you value it, finding qualified and compatible buyers, assisting with negotiations, and closing the deal as smoothly and efficiently as possible. Learn more here.
  
  

• Practice Exchange: Our Buyer Referral & Transaction Support Service
  If you’re an advisor who wants to sell your financial practice and control more of the sales process, our Practice Exchange service can provide you with a source of pre-qualified buyer leads and a venue to close your negotiated transaction. More details on our Practice Exchange here.
  
  

• Exit / Succession: Formalize Your Exit / Succession Planning
  As a financial advisor thinking about retirement or some other transition event, we can help you develop and execute an exit / succession plan for your financial practice that meets your time frame. Learn more about our financial advisor exit / succession planning services here.

Not sure which of these M&A services best meet your needs? Contact us and we'll help you make that determination.

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