Sell A Financial Practice

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Home > Getting Started > Sell A Financial Practice

Sell A Financial Practice

Start the Process of Selling Your Financial Advisory Practice

To begin the process of selling your investment or financial advisory practice, please complete the contact and practice information form below as completely as possible and submit it to our offices. We'll normally respond to your submission within 24 hours of receipt.

Name:

Company:

Email:

Phone:

Address 1:

Address 2:

City:

State:

Zip:

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:

Assets Under Advisory:

Annual Revenue:

Recurring Revenue:

Non-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 /

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 the all of the information is true and correct and (c) consenting to be contacted by adviserXchange, either by email, telephone, or otherwise.