The M&A Platform For Investment and Financial Advisory Firms/Practices
Buy, Sell, Merge, Affiliate, or Create a Succession Plan
Welcome to AdviserXchange. What's Your Objective?
The AdviserXchange Marketplace
At the center of the AdviserXchange Platform is an online Marketplace for investment and financial advisory firms and practices where you and other advisers can buy, sell, merge, affiliate, and create succession plans in a confidential, efficient, and effective manner.
Optimize Your Experience and Opportunity for Success
Once a free Marketplace account is established, you will be able to optimize both your experience in the Marketplace and opportunity for success by leveraging and combining all of the features of the Marketplace with the other relevant features and services available to you on the AdviserXchange Platform.
Click the link below to learn more and get started.
We have been working with Scott Houston for the last five + years, and he has helped us successfully close several transactions over that period of time. He has always brought us a steady flow of quality acquisition candidates and has been a valuable resource in helping us structure both traditional and non-traditional deals with the sellers he brought to the table. We consider Scott and his firm a valued partner in our continued growth.
- Jim, Managing Partner
Additional Services
Use our specialists to help with the process.
Valuation Consulting
Knowing what your firm or practice is worth in advance will give you a leg up when seeking a buyer. We take into account a wide range of factors that will help you better understand and realize the true value of your business in the Marketplace.
Transaction Documentation
When it comes to documenting your purchase or sale transaction, you don't have to reinvent the wheel. A transaction specialist will work with you and your counsel to close your deal as quickly and efficiently as possible utilizing our industry-specific documentation.
Adviser Financing
Whether buying or selling, having the financing arranged in advance is essential to avoiding unnecessary delays when closing your transaction. Our experienced financing specialists can help you find a solution that meets your specific needs.
Success Stories
Adviser experiences with AdviserXchange.
Buyer
"We decided to partner w/AdviserXchange. Less than nine months later, we have completed one succession plan and two practice acquisitions..."
We tried for three years to connect with advisors who might need a succession plan or who were ready to sell their practices. We subscribed to the big name websites, spent a fair amount of money in the process and got nothing for our efforts. We decided to partner with Scott Houston and AdviserXchange. Less than nine months later, we have completed one succession plan and two practice acquisitions. The personal introductions Scott and his team provided proved to be the missing ingredient. Their experience is deep and their ability to build relationships with qualified buyers and sellers is unparalleled. I recommend their services wholeheartedly.
- Jim, CEO
Seller
"His process resulted in my connection to a group that is cognizant of my needs in the transition, as well as focused on the welfare of my clients..."
Scott Houston contacted me about five years before I actually pulled the trigger for active succession planning. He impressed me with his knowledge of the business and the transition process. Moreover, he impressed me with his infinite patience and follow through. He listened carefully to my questions and concerns and addressed them. His process resulted in my connection to a group that is cognizant of my needs in the transition, as well as focused on the welfare of my clients. I recommend Scott and his firm to any advisor looking to create and implement a succession plan.
- KL, Principal
Leverage the Platform
Use the Marketplace and other relevant services to reach your objective.
