Buyer Services

Find Your Next M&A Opportunity with AdviserXchange


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)

Learn more

Key Features

Increase your opportunity for success with our advanced features.


Create a Marketplace profile to represent your business


Receive email notifications of new Marketplace M&A opportunities


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
Basic Buyer

Access limited Marketplace features


Create Account
Plus Buyer

Enjoy full functionality of the Marketplace


Create Account
Priority Buyer

Receive priority status and help with intros

Custom Fee

Schedule Consultation
Active Buyer

Identify M&A opportunities proactively

Custom Fee

Schedule Consultation

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
Create Account
Plus Buyer
Create Account
Priority Buyer
Custom Fee
Schedule Consultation
Active Buyer
Custom Fee
Schedule Consultation