Form – Marketplace

General Information

Firm Name:

Owner's First Name:*

Owner's Last Name:*

Email Address*

Practice Location(s):

Years in Practice:

Website

Target Price:

Practice Description:*

Include a description of your practice, including management and investment philosophy, and any niche or special value-added services you provide. Share real-life stories about why you started your business, your vision for the practice, and how you go above and beyond for clients.

Why Selling Now:*

Describe why you want to sell now. Why is it the right time?

Seller Desired Role:*

What is your desired role in business over the next one to three years?

Ideal Buyer:*

What type of buyer is ideal for you?

Ideal Deal Structure:*

What would be your ideal deal structure? Do you want all the cash up front? Are you open to earnouts or seller financing?

Practice Information

Number of Advisors:

Number of Support Staff:

Current Marketing Funnels:

Number of Clients:

Number of HNW Clients ($2.5M+):

Previous Year Gross Revenue:

% Recurring Gross Revenue:

% Seller Discretionary Earnings:

Current AUM:

Previous-Year Annuity Production:

Annuities on Books:

Previous Year Life Insurance:

Other:

Comments

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General Information

Practice Information