M&A | Succession | Valuation Platform for Financial Advisors and Institutions
Marketplace for financial advisors to list, search, sell, and buy advisory practices
Proprietary valuation tool that accurately calculates the value of your business
Marketplace for financial advisors to list, search, sell, and buy advisory practices
Proprietary valuation tool that accurately calculates the value of your business
Connect with financial professionals looking to sell, buy, and merge businesses. A robust yet simple-to-use marketplace to help you find great opportunities.
Grow your business and assets through mergers & acquisitions. Find RIAs, Investment Advisers, CPAs, and other Practices looking to sell their business today.
Whether you are a buyer or seller, deeply understanding the value of the investment advisory business is crucial for successful exit and acquisitions. Leverage industry leading, self-use valuation software to maximize your opportunities as a buyer or seller.
You are not alone when it comes to making critical decisions for your business. Utilize practice management support alongside with the platform where we can provide unique guidance on M&A, valuations, operational efficiency, succession, and exit.
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Proprietary valuation software specifically designed for financial practices. Get a comprehensive valuation report for free!
Built by private equity analysts
Includes deal term scenarios
Performance impact scores
Ability to share your report
Based on 80+ user inputs
Institutional level model
Plus much more...
Provide your own succession platform & valuation tool for your advisors within your
Institution, Broker Dealer, RIA, OSJ, Region, & Wirehouse
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Create and manage an internal succession marketplace for your advisors under your brand. Advisors are only able to see and connect with other advisors that are affiliated with your institution.
As an institutional admin user, you can peer deep into the analytics of your advisors to make sound, strategic decision for your institution.
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Get in touch with our team to learn more about the solutions and services provided by AdviserSource.
