Buyer Services

Find Your Next M&A Opportunity w/AdviserXchange

Create Your Marketplace Account to Get Started

Buyer Account Service Levels

How the Marketplace Works
Basic Buyer

Get on our radar w/limited Marketplace functionality and features

Free

Create Account
Plus Buyer

Enjoy full Marketplace functionality w/delayed access to NEW Seller profiles1

$499/year

Create Account
Priority Buyer

Receive all the features in Plus Buyer w/immediate access to NEW Seller profiles

$1,999/year

Create Account
Active Buyer

Obtain all the features in Priority Buyer, help w/Seller intros, and more2

$2,999/year

Create Account

Compare Service Levels

Feature Descriptions
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
Proactive Search (add-on) Basic Plus Priority Active
Geo Exclusivity (add-on) Basic Plus Priority Active
Guidance & More Basic Plus Priority Active
Fee Basic Buyer
Free
Create Account 		Plus Buyer
$499/year
Create Account 		Priority Buyer
$1,999/year
Create Account 		Active Buyer
$2,999/year
Create Account

1Full access to NEW Marketplace opportunities is available to Buyer after 10 days. Also, Buyer initiated Messages are limited to 5 per month.

2Introductions are at the discretion of the Sellers/Candidates and/or AdviserXchange.

Adviser Feedback

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