Buyer Services
Find Your Next M&A Opportunity with AdviserXchange
Overview
Identify and engage candidates.
- Search the Marketplace for M&A opportunities
- Get help with intros to Marketplace and other candidates
- Create opportunities in your target market(s)
Key Features
Increase your opportunity for success with our advanced features.
Profile
Create a Marketplace profile to represent your business
Notifications
Receive email notifications of new Marketplace M&A opportunities
Search
Search the Marketplace for seller and other M&A opportunities
Advanced Filtering
Utilize filtering feature to refine your Marketplace search results
Full Profile Access
Access detailed business information on targeted M&A candidates
Saved Profiles
Save the profiles that meet your targeted criteria for quick reference
Private Messaging
Initiate and engage in conversations with targeted M&A candidates
Featured Profile
Elevate and improve Marketplace exposure with a featured profile
Introduction Assistance
Get help starting discussions with Marketplace and other candidates
Seller Identification
Identify M&A opportunities in target market(s) with proactive assistance
Geo Exclusivity
Benefit from first opportunity to be introduced to M&A candidates
Guidance & More
Obtain professional guidance, support and insight
I have worked with AdviserXchange on a few different practice acquisition opportunities. What has impressed me the most is this company truly cares about ALL the details to make sure the buy/sell is a right fit for both parties. Scott has taken the extra time with me to not only get a full understanding of what my goals are, but to make sure the acquisition was a good long term fit for my firm. I feel AdviserXchange is not just about putting parties together to make a sale, they stand behind their company’s vision to make a difference for all involved in the transaction. I look forward to continuing my partnership with AdviserXchange, and the new opportunities that lie ahead.
- Dawn J., President
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
Service Levels
Compare Service Levels
Basic | Plus | Priority | Active | |
---|---|---|---|---|
Profile | Basic | Plus | Priority | Active |
Notifications | Basic | Plus | Priority | Active |
Search | Basic | Plus | Priority | Active |
Advanced Filtering | Basic | Plus | Priority | Active |
Full Profile Access | Basic | Plus | Priority | Active |
Saved Profiles | Basic | Plus | Priority | Active |
Private Messaging | Basic | Plus | Priority | Active |
Featured Profile | Basic | Plus | Priority | Active |
Introduction Assistance | Basic | Plus | Priority | Active |
Seller Identification | Basic | Plus | Priority | Active |
Geo Exclusivity | Basic | Plus | Priority | Active |
Guidance & More | Basic | Plus | Priority | Active |
Fee |
Basic Buyer
FreeCreate Account |
Plus Buyer
$499/yearCreate Account |
Priority Buyer
Custom FeeSchedule Consultation |
Active Buyer
Custom FeeSchedule Consultation |