Tom – PA

Our firm has experienced a positive working relationship with Mr. Scott Houston and AdviserXchange. Professional assistance to our firm from AdviserXchange is broad, with specific concentration on the identification of potential candidates for the purpose of acquisitions and mergers. Subsequent services include the guidance and structuring of such transactions. To date, we have acquired 2 practices and presently working on additional acquisitions. I highly recommend Scott and AdviserXchange for the selling and purchasing needs of your business.

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