Utilize Our Sell-Side Advisory Services to Sell Your Practice

adviserXchange offers sell-side advisory services to financial advisors who are looking to sell their investment or financial advisory practice with assistance and support from an M&A adviser.

When you utilize our sell-side advisory services, we will help you set attainable objectives for the proposed sale transaction and determine the most effective strategies to realize those objectives.

The scope of our sell-side advisory engagements will normally also provide for our assistance with the following key activities:
  • Determination of practice valuation range
  • Preparation and drafting of offering memorandum
  • Identification and screening of potential qualified candidates
  • Review of proposed deal terms and other items affecting transaction
  • Guidance on due diligence and closing related matters
The bottom line: Our sell-side advisory activities are designed to guide and support you throughout the entire process to help ensure that your objectives are met and the sale transaction is consummated in a smooth and efficient manner.

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