How To Buy Or Sell An Investment Practice

As an experienced investment advisor, you feel you’re ready to buy or sell an investment practice. The ultimate decision to buy or sell a particular practice, however, may be negatively influenced by many factors including the emotions of the advisor. As a consequence, even an experienced advisor who may be knowledgeable about the marketplace could end up making a decision to buy or sell based on their feelings alone, which is not the best way to go about buying or selling a practice.

You can take a lot of the emotion—and work—out of the process when you go to buy or sell an investment practice with the help of AdviserXchange. Every advisor who chooses to use our merger and acquisition (M&A) services must first complete a detailed survey. Buyers are also required to demonstrate financial wherewithal and enter into a confidentiality agreement before they’re introduced to our sell-side clients. All sellers must disclose all significant details about their practice in order to utilize our services.

Exploit the Tools Offered at AdviserXchange to Buy or Sell an Investment Practice

The AdviserXchange M&A process is designed to help buyers and sellers of investment practices find each other based upon the compatibility of their respective practices and other established criteria, thereby making the process much more objective when you go to buy or sell an investment practice. If needed, we can also help you:

  1. Determine a potential valuation range
  2. Prepare and draft offering memorandums or provide an analysis of data received from a selling firm
  3. Evaluate proposed deal terms

When you’re ready to buy or sell an investment practice, AdviserXchange will customize the level of service to suit your needs. You’ll want to utilize our advisory services if you desire comprehensive assistance with your transaction. If you only want us to provide introductions to pre-qualified buyers and sellers of such practices and then help you close the deal, our Practice Exchange service may be the way to go. Regardless of your needs, give us a call to see how we can help you reach your objectives.

Leverage the Platform

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

Identify Candidates
Connect and Engage
Close Your Transaction

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