Where Are All The Sellers?

Many acquisition-growth minded advisors are licking their chops at the pending unprecedented wave of retiring advisors over the next 5 to 10 years. We speak to advisors on a daily basis seeking assistance in finding quality practices to acquire. The question we often get from would be acquirers is, “Where are all the sellers?” Buyers […]

RIA M&A Tracking Toward Another Record Year

DeVoe & Company released their first half of 2017 RIA M&A findings. Read: Record RIA M&A Activity First Half of 2017 Key findings: Record RIA M&A activity in first half of 2017 82 RIA M&A first half of 2017 compared to 71 in first half of 2016 and 2015 2017 has 44 deals in Q1 and […]

Sellers: Know Your Numbers

Advisorbox believes sellers should be as educated and prepared as possible about their options, the process, deal structures, and the valuation process. Our BluePaper on “Succession and Selling” covers these topics and more. As an advisor advocate however, we also like posting quality M&A advice from other firms we work with on a regular basis. […]

Retirement & Succession

Advisorbox provides turnkey solutions for advisors looking to sell all of their practice now or incrementally over time. We help both independent advisors implement succession options and exit strategies as well as brokers to sell into the independent side instead of sunsetting. We believe that unlocking the equity in your practice and fulfilling your exit […]

Mergers & Acquisitions

About 30% of financial advisors are reaching retirement age over the next ten years and right now about 70% of them don’t have a succession plan or successor. Growth minded advisors know this is an unprecedented opportunity to implement successful inorganic growth strategies. But how do buyers take full advantage of the pending tidal wave […]

Acquisition Lending

Advisorbox utilizes our sister firm AdvisorLoans for lending solutions to advisors. AdvisorLoans purpose is in our name. Financing Advisors is our tag line and our mission. AdvisorLoans model is to be a Loan Advisor to Financial Advisors. We exclusively help Financial Advisors get business loans. We bridge the gap between the Advisor and Lender and do most […]

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