Sell Your Business Seamlessly

Discover the easiest way to sell or transition your practice by connecting with like-minded buyers from all over the country who are ripe with purchasing power and looking to expand.

'A Win-Win Service'

Watch David Callanan explain how AE Marketplace brings a community of buyers and sellers together.

AE Marketplace Merits Key Benefits:

  • Free service: No cost to you
  • Qualified buyers: 67+ buyers with over $275 million in combined purchasing power
  • Nationwide coverage: Buyers looking to expand in all 50 states
  • Anonymous connections: No personal or contact information shared without seller's permission
marketplace
building
Sold on AE Marketplace Yet?

These advisors certainly are.

SOLD: Orange County, California

SOLD: Orange County, California

  • $1M asking price
  • 350 clients
  • $150M book of business (mostly annuities)
SOLD: Scottsdale, Arizona

SOLD: Scottsdale, Arizona

  • $2.65M asking price
  • 435 clients
  • $225M book of business split between AUM and annuities
SOLD: Concord, North Carolina

SOLD: Concord, North Carolina

  • $562K asking price
  • 163 clients
  • $43M book of annuity business
IN NEGOTIATIONS: Renfrew, Pennsylvania

IN NEGOTIATIONS: Renfrew, Pennsylvania

  • $5.75M asking price
  • 600 clients
  • $360M in assets split between AUM and annuities
IN NEGOTIATIONS: Lakewood Ranch, Florida

IN NEGOTIATIONS: Lakewood Ranch, Florida

  • $1.5M asking price
  • 350 clients
  • $150M book split between AUM and annuities

All information on the AE Marketplace relating to a specific business, buyer or seller (in each case a “Marketplace Participant”) is provided by the Marketplace Participant. Marketplace Participants are solely responsible for confirming the accuracy and sufficiency of information provided and performing due diligence on potential counterparties prior to entering into any transaction. AE makes no warranty as to the accuracy or sufficiency of any information and shall have no liability to any person, including but not limited to Marketplace Participants, in connection with information provided or omitted by a party to another.

All Marketplace Participants the AE Marketplace services acknowledge that they and their potential counterparties may have relationships with Advisors Excel, LLC, AE Wealth Management, LLC, AE Financial Services LLC or their affiliates (collectively, “AE”). In connection with such relationship(s), AE may be in possession of information that may be material to a Marketplace Participant’s decision to enter into a transaction with any other person. AE shall have no duty to any person, including but not limited to Marketplace Participants, to disclose any such information and will not disclose such information except when expressly instructed in writing by the Marketplace Participant to whom such information relates, and any such directed disclosure will be subject to applicable laws concerning the privacy and confidentiality of personal information.

In providing the AE Marketplace services, AE acts solely as a facilitator for Marketplace Participants to introduce themselves to each other. AE is not a broker or agent of any Marketplace Participant and assumes no duty to represent, negotiate for or otherwise participate in any potential transaction on any Market Participant’s behalf.

FEARLESS. ADVENTUROUS. TENACIOUS.

Take the First Step Toward Joining.

Join AE Marketplace by filling out your Seller Profile form.

Unprecedented. Purposeful. Trusted.

Want More Information?

Download our Advisor Transition Playbook, schedule your strategy session or check out AE Marketplace to learn more about entering the next exciting phase of your life.