APBOE

The Advisory Practice Board of Exchange (APBOE®) is a financial advisor marketplace to buy and sell wealth management practices. APBOE® is a neutral site for multiple third-party valuation providers, M&A consultants, investment banks, and independent broker dealers to list sellers, search buyers, and ultimately sell practices. APBOE® provides access to bank financing to fund wealth management practices. Via our Pre-Approval portal, applicants are routed to an independent Lender Marketplace to find the best bank partner to fund your transaction. APBOE® provides a turnkey solution for independent and registered investment advisors to buy and sell wealth management practices with the requisite funding. Sellers on APBOE® can ascertain the creditworthiness and practice readiness of prospective buyers from our proprietary PurchasingPower™ scoring methodology. Buyers on APBOE® can increase their likelihood of acquiring practices by receiving a verified PurchasingPower™ score.