Seller Services

Sell or Transition Your Business with AdviserXchange

Overview

Do-it-yourself or let us guide you.

  • Search the Marketplace for your ideal successor
  • Receive offers/proposals from Marketplace and other candidates
  • Engage us to assist with the process or a custom plan

Learn more

Key Features

Rely on our experience to guide you through the entire process.


Profile

Create an anonymous Marketplace profile for your firm/practice

Search

Search the Marketplace for your ideal buyer/succession partner

Notification

Spur buyer interest with a free email blast announcing your entry

Advanced Filtering

Utilize filtering feature to refine your Marketplace search results

Full Profile Access

Review detailed business info on all buyers/succession candidates

Saved Profiles

Save the profiles that meet your targeted criteria for quick reference

Private Messaging

Initiate and respond to inquiries through private messaging service

Introduction Assistance

Get help starting conversations with buyers/succession candidates

Featured Profile

Elevate and improve Marketplace exposure with a featured profile

Active Marketing

Maximize candidate interest with a proactive marketing campaign

Candidate Screening

Leverage our experience with the candidate screening process

Guidance & More

Obtain professional guidance, support and insight

Scott might be the exception in this business. At no time did I feel pressured to sell — his approach is that of service and counsel. If it was not the right fit, Scott was the first person to suggest that we find a better fit. He was more interested in making sure my goals were met than he was in just making another sale. Overall, Scott exceeded every expectation that I had in this endeavor that lasted close to two years due to my learning curve of who was the right fit for my clients. As a result of my experience, I would highly recommend Scott and AdviserXchange to advisors who are ready to sell their firm or practice.

- Brett S., CEO

Scott Houston contacted me about five years before I actually pulled the trigger for active succession planning. He impressed me with his knowledge of the business and the transition process. Moreover, he impressed me with his infinite patience and follow through. He listened carefully to my questions and concerns and addressed them. His process resulted in my connection to a group that is cognizant of my needs in the transition, as well as focused on the welfare of my clients. I recommend Scott and his firm to any advisor looking to create and implement a succession plan.

- KL, Principal
Service Levels
Basic Seller

DIY — Sell, merge, affiliate or create a plan

Free


Create Account
Proactive Seller

Get enhanced marketing, guidance and support

Free


Create Account
Custom Seller

Create an exit strategy based on your needs

Custom Fee


Schedule Consultation
Breakaway Seller

Maximize your value by selling externally

Custom Fee


Schedule Consultation

Compare Service Levels


Basic Proactive Custom & Breakaway
Profile Basic Proactive
Search Basic Proactive
Notification Basic Proactive
Advanced Filtering Basic Proactive
Full Profile Access Basic Proactive
Saved Profiles Basic Proactive
Private Messaging Basic Proactive
Introduction Assistance Basic Proactive
Featured Profile Basic Proactive
Active Marketing Basic Proactive
Candidate Screening Basic Proactive
Guidance & More Basic Proactive
Fee Basic
Free
Create Account
Proactive
Free
Create Account
Custom Seller

For large or more complex businesses. Our Custom service is intended for advisers with businesses that are  larger or more complex and/or who want more hands-on guidance and help with the sale or transition of their firm or practice. Once we understand your situation, we will work with you to create and implement your custom plan.

Schedule Consultation
Breakaway Seller

For employed advisers wanting more. The Breakaway service is designed for employed advisers who are seeking an alternative exit strategy that allows them to maximize the value of their practices when they go to retire. Qualifying advisers will need to plan ahead and be prepared to transition their practice to an external investment platform.

Schedule Consultation
Looking for more?

Have general questions or a unique situation? Contact us to start a conversation.

Contact Us