My Advisor Group
Navigating the buying and selling of a business can be complex, and selecting the right advisor for clients is essential. Let us handle the details you can focus on what matters most—your journey.
STEPS FOR SELLERS
List your practice with detailed metrics.
Key information about your practice (AUM, client demographics, revenue, location).
A brief summary of what makes your book unique (e.g., niche focus, loyal clients, growth potential).
STEPS FOR BUYERS
Create a profile and define your criteria.
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Your business focus (e.g., wealth management, insurance).
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AUM and client base size you’re looking for.
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Budget and location preferences.
Value Added Features
Confidentiality
First
All sensitive information (financials, client info) is shared only after signing an NDA.
Post-Sale
Support
Monitor progress, including payment milestones and client transitions, with our tracking support tools.
No Upfront
Cost
Sellers are invoiced only after the agreement is signed, making the process risk-free and stress-free.
Dedicated
Support
Personalized assistance through live chat and email for all your questions and needs during the process.