Match

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Advisorbox Match is our advisor matchmaking service where interested sellers and advisor recruits are introduced to qualified firms seeking to hire and/or acquire. We help match advisors, navigate terms, provide business valuations, consulting throughout the process, and consummate the transition. Our activity pulls from the Recruiter Network, Exchange and our Bracketbox system.

 

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Free For Advisors

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Acquisition Membership

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Recruiting Membership

We provide free matchmaking, advisory and turnkey services to advisors who are looking to:

Change firms or broker dealer

  • Hear about the industry recruiting options and deals available
  • Learn about transition packages, terms, platform, culture and nuances
  • Receive executive summaries of various recruiting firm value propositions

Sell all or part of your business

  • Your business is in high demand
  • Practices currently going for top multiples
  • Valuation, matching, advisory and business brokerage 

Merge then sell

  • Receive down payment and stay on with a salary
  • Note goes into force when you’re ready to retire
  • Ideal for clients, retention and ease of exit  

Maximize 5, 10, 15 year succession strategies

  • Potentially earn millions more for retirement
  • Sunset plans robbing advisors of billions
  • Your advisory business can fund your retirement

We provide matchmaking, advisory
and turnkey services to firms seeking to hire and/or acquire through our tailored membership services.

Acquire a financial practice

  • We match sellers and provide turnkey advisory to our qualified members
  • Consultative approach with currently 3:1 buyer to seller ratio
  • Monthly webcasts, whitepapers and articles on M&A best practices  

Merger acquisition

  • Buy business, make down payment, merge into yours, integrate new clients
  • Keep seller advisor employed for a couple of years and maximize retention

When advisor retires the note kicks in

Partial book acquisition

  • Buy portions of an advisor’s assets and client base
  • Create buy out schedule in book increments
  • Variety of types and size books available

We provide matchmaking, advisory
and turnkey services to firms seeking to hire and/or acquire through our tailored membership services.

Hire a tuck-in advisor

  • Value proposition consulting and construction
  • Sharing quality recruiting value propositions with local producing advisors
  • Supporting you and the advisor through the recruiting lifecycle

Advisor affiliation

  • We inform and help advisors evaluate broker dealer options
  • Share options with advisors, make introductions and support lifecycle
  • Producing advisors with portable books looking for a better broker dealer

Hire a non-producing Advisor

  • We support career options for internal sales, service, back office and support advisors
  • Fully licensed advisors without a current book of business
  • Both registered reps and investment advisors

Hire new staff

  • Turnkey recruiting for all positions related to an advisory business or broker dealer
  • Sourcing, screening, introductions and work with you and the advisor through recruiting lifecycle

Assistant, Analyst, Operations Manager, Business Development

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