AdvisorBox Solutions by Category:

ACQUISITION

BUYING

LENDING

SELLING

SUCCESSION

RECRUITING

AGREEMENTS

Selling Solutions by Category:

EXITING 101

W/IN 1 YR.

W/IN 2 YRS.

FAQ

DEAL ADVOCATE

MARKETPLACE

Seller Tools & Support

Exiting 101 Guide

Our Exiting 101 Guide offers next-gen advisors a thorough understanding of the selling process, strategies for success, and tips on how to enhance business value. It's the go-to resource for advisors aiming to achieve the best possible outcome from their exit.

Agreement TemplateBox

Access to lender-approved agreement templates for customization and digital signing. This collection of templates simplifies the documentation process, making it easier to draft, negotiate, and finalize agreements.strategies.

Intel Center

Gain access to specialized eBooks, guides, chatbot support, and tailored resources focused on the needs and strategies of advisors planning to sell their practice in the near future. Whether you need advice on valuation, client transition strategies, or preparation checklists, our Intel Center is your go-to resource for comprehensive information.

Acquisition Advocate

Navigate the complexities of acquisition agreements with the assistance of a dedicated Advisorbox Acquisition Advocate. From negotiation support to drafting assistance, this mediation service helps you secure the best possible deal and ensures a confident transition.

Advisor Portals

Secure a connection platform designed for Sellers, Buyers, Mergers, Continuity, Recruiters, Recruits, Vendors, and Lenders, facilitating networking and collaboration with relevant parties. Seamlessly connect with potential buyers or strategic partners who align with your goals, ensuring a successful and synergistic match.

Practice Analysis

Seller Financing Pre-qualification - We can prequalify your practice against both the loan amount and payment structure you are looking for. We provide an analysis on what the maximum loan amount your practice qualifies for without any added buyer revenue.

AdvisorLoans navigates lending aspects of advisor M&A

The expanding external financing access for advisors has contributed to today’s “seller’s market.” 

While there are a lot of buyers out there looking, the vast majority haven’t taken the time to prequalify for external financing. 

Most first-time buyers doesn’t know for sure if they can qualify for a Conventional loan, a SBA loan, or a loan at all.  

Most sellers and first-time buyers doesn’t have a clear understanding of how the various loan programs and lenders will directly impact how buyers and sellers can structure  acquisition or equity buy-out or buy-in deals. 

M&A deals can implode in the end when lending due diligence isn’t done in the beginning. 

Utilize AdvisorLoans to navigate the loan programs and lender requirements and restrictions that directly impact buy-sell agreements, seller notes, and timelines.

Advisorbox Advocate

Whether buying or selling a business in financial advisory, having the right transaction team is crucial. Alongside a personal lawyer, CPA/Tax professional, IBD/Custodian representative, and personal stakeholders, the often-overlooked mediator can make or break your deal. The Advisorbox Advocate supports the deal and all involved parties. An industry-experienced mediator is essential, offering preventive solutions against time-consuming, costly pitfalls. They:

  • Guide due diligence to prevent last-minute surprises.

  • Mediate fair deal terms, considering the unique nature of the financial services industry.

  • Ensure complete documentation for smooth client and staff transfer while adhering to regulations.

  • Anticipate and address obstacles to avoid miscommunications.

  • Streamline negotiations to maintain progress.

  • Aid in client retention post-closure by managing expectations and fostering relationships.

The mediator aims for transaction success, enhancing outcomes for both buyers and sellers. Leveraging experience, they ensure a smoother path to closing—a valuable investment.

Pre-Qualify Buyers

It’s free to the seller. We are happy to support sellers in this way because we want to close the loan used to buy your practice.

Protect your confidential financial information. AdvisorLoans utilizes a secure portal to collect data in addition to providing an NDA. Your information stays secure and confidential.

We provide the buyer with a pre-qualification letter to provide confidence to all parties. When you approve a buyer we then can release your financial information at your request.

Because we have internally prequalified the buyer the loan process goes much faster when you are ready to select a buyer. For almost all loan types we offer we can close and fund the loan to pre-qualified advisor borrowers within 30 – 45 days.

We offer borrowers a variety of financing options including SBA and conventional business bank loans customized for advisor practice acquisitions.

Think Inside the Box With Us

We try to write helpful content from the trenches for advisors about the topics we deal with and support. Just type a word like “acquisitions” or “selling” to see what we have to offer or share on the subject. AdvisorBox App users do have full access to our Intel Boxes. Also check out the Insights tab in upper right hand on any page to read our articles and blogs that may interest you.