M&A > Acquisition Alternatives
Acquisition Alternatives
ADVISOR ACQUISITION ALTERNATES
Succession, familiar peers, wholesaler referrals, field leadership connections, and M&A marketplaces are how advisors find acquisition targets.
For the lifestyle practice advisor who isn’t in a succession scenario, whose peer prospects are still years out from slowing down, who may not be big enough or proactive enough to get the field leader and wholesaler introductions, and has yet to make it to even final stages in any marketplace deal…what do you do if you’re ready to jump to the next plateau?
Advisors can grow their book or practice organically or inorganically, or both. Most inorganic growth minded advisors mind their time waiting for their acquisition opportunity focusing on their organic growth. This is natural and wise, and takes time and patience.
But having patience is harder sometimes the more necessary it is to have, when the prospective seller inventory and access to it becomes dimmer not brighter, when the 50-1 buyer seller ratio you’ve been operating under is now 80-1. When the multiple of 2.5 you thought you could acquire at is going to be 3 to 3.5 to win the deal.
There is a lot of acquisition restlessness in our industry and building buyer side frustration at the lack of access and opportunities for aspiring acquirers and aggregators to even get in front of, more-or-less win. Acquisition minded advisors are clearly seeing that it’s only getting more competitive, and it won’t be too long before they’re saying it’s a 100-1 buyer-seller ratio.
All of these advisors with millions each in bank financing ability, ready to buy a business, who have nothing available to buy, even when paying the premium prices being asked today. Don’t worry, you want to ramp up to $5 million in acquisition debt? Advisorbox has your back.
Alternate Acquisition Plan: Multi-Brand Portfolio
Frustrated by the competitive acquisition landscape? Finding suitable advisor practices is tougher than ever, with skyrocketing prices and limited opportunities. But that doesn't mean you have to put your growth plans on hold.
Introducing Advisorbox's Franchise Acquisition Model. We empower advisors like you to leverage debt and Build Investment Portfolios of Franchise Businesses while you wait for your ideal advisor acquisition.
Unlock the benefits:
Wider Selection: Choose from hundreds of approved franchise brands across diverse sub-sectors.
Easier Financing: Secure SBA loans up to $5 million limit on non-owner managed franchise acquisition or startup.
Diversification: Spread your risks and income streams across multiple high-potential businesses.
Equity Building: Create valuable assets with long-term appreciation potential.
Passive Income: Gain additional income from franchise operations, while building business portfolio value.
Build a portfolio of strategic franchise acquisitions, diversifying your debt, risk and subsector exposure, revenue streams, and building valuable equity, all while remaining positioned and poised for that perfect advisor practice acquisition.
Don't wait for opportunity, create it.
Contact Advisorbox today and explore how our Franchise Acquisition Model can accelerate your growth.
ACQUIRE WHILE WAITING TO ACQUIRE
There is a lot of acquisition restlessness in our industry and building buyer side frustration at the lack of access and opportunities for aspiring acquirers and aggregators to even get in front of, more-or-less win. Acquisition minded advisors are clearly seeing that it’s only getting more competitive, and it won’t be too long before they’re saying it’s a 100-1 buyer-seller ratio.
There are all of these advisor wanna-be-buyers, each with millions in bank financing ability, ready to buy a practice, who have nothing available to buy, even when willing to pay the premiums being asked today.
When the landscape was a 50-1 and 2.5x multiple neighborhoods it was a seller sourcing challenge and a critical imbalance for buyers. The importance of implementing strategies and best practices then (way, way, back to a year or so ago) is magnified all the more with current ratios hitting over 80 buyers to every seller and a multiple that appears to be zipping quickly up the 3.1 to 3.3 to you know where it’s going next already. When acquisition prospects are this dire for an advisor who doesn’t have the biggest network in the world but has a good practice, action is needed. Advisorbox has taken action.
Advisorbox introduces an alternative franchise acquisition model for advisors to acquire franchise branded businesses. Our model plans out borrowing power and monitors ongoing cash flow metrics to be able to harness SBA backed loans with the top SBA lenders you’re familiar with like Live Oak Bank and Byline Bank as well as others to acquire franchise branded businesses and build investment franchise brand portfolios while your waiting those years for your turn at a real shot at a book or practice acquisition. Stay diligent on advisory long-play strategy (and poised to pounce on opportunities) but you don’t have to sit on your hands if your ready to be an aggregator or build a portfolio of business. Sidestep the frenzy, be in control of what and when and where you expand, and if you want offer equity and succession plans to the managers and operators of your various franchise branded businesses (you already have a full-time job being an advisor).
We developed this plan specifically for advisors to be able to leverage debt for acquisitions (that the IRS ends up paying for with interest and amortization write-offs as well, just “paid” over time) and build investment business portfolios.