How the Marketplace Works


1
Create a Free Account

Select your objective and create an account.

2
Set up Marketplace Profile

Set up a profile to represent your firm or practice.

3
Identify Your Candidates

Search the Marketplace to identify candidates.

Advanced Features

The Marketplace offers advanced features that allow you to filter for, preliminarily qualify and engage with those candidates that meet your targeted criteria.

Quickly Filter Search Results

Filter for candidates who meet your specific criteria

  • Find candidates by specified objective
  • Find candidates by firm/practice location
  • Find candidates by financial metrics

Review and Evaluate Profiles

Access detailed profiles to qualify targeted candidates

  • Review objectives and business info
  • Evaluate and analyze key financial metrics
  • Save profiles that meet your criteria

Message Targeted Candidates

Connect and engage with Marketplace candidates

  • Initiate conversations with candidates
  • Respond to candidates who contact you
  • Request introductory calls/meetings

Leverage the Platform

Use the Marketplace and other relevant services to reach your objective.


Identify Candidates
Connect and Engage
Close Your Transaction

Get Started

Access the AdviserXchange Marketplace today!

Create a Free Account