top of page
My Advisor Group
Selling the book of business has never been so easy!
Get matched with qualified advisors looking to buy your book of business for a flat fee of $2,500.
​
1. Verified Advisors.
​
2. Templated Buy-Sell Agreement.
​
3. Dedicated payment and transfer tracking support.
​
4. Invoice upon signing the agreement.
​
List Your Practice.(Seller's Form)
No Upfront Costs – Pay Only Upon Agreement. Sellers are invoiced only after the agreement is signed, making the process risk-free and stress-free.
bottom of page