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Explore strategies and insights on how to buy a financial advisor’s book of business effectively. Maximize potential by making informed decisions.
Assisted Sale $99/mo | Full Service Sale $485 up front + $4500 once sold | |
|---|---|---|
Satisfaction guaranteed | ✓ | ✓ |
No commitment or exclusivity required | ✓ | ✓ |
Expert team with M&A experience | ✓ | ✓ |
Clear, upfront pricing | ✓ | ✓ |
Commission-free model | ✓ | ✓ |
Secure and Private Digital Deal Room | ✓ | ✓ |
Fully Confidential Process, Backed by Non-Disclosure Agreements (NDAs) | ✓ | ✓ |
Valuation Tools, Backed by Actual Sales from your Industry | ✓ | ✓ |
Premium Marketing Templates, including Offering Memorandums | ✓ | ✓ |
Financing Pre-Qualification, including SBA 7a Lending | ✓ | ✓ |
Exclusive Business Listing on Unbroker site (for serious buyers only) | ✓ | ✓ |
Business Listing on Partner Sites, including: BizBuySell BizQuest LoopNet The Wall Street Journal AllBusiness.com and others* | ✓ | ✓ |
Discreet marketing to exclusive Unbroker buyer database | ✓ | ✓ |
Personalized Buyer Qualification with AI | ✓ | ✓ |
Letter of Intent (LOI), Asset Purchase Agreement (APA), and other Contract Templates | ✓ | ✓ |
Negotiation Advise | ✓ | ✓ |
Due Diligence Tools and Guidance | ✓ | ✓ |
Lease Transfer Tools | ✓ | ✓ |
Trusted Escrow Accounts | ✓ | ✓ |
Full Closing Documents | ✓ | ✓ |
DBA Transfer and Registration | ✓ | ✓ |
Communication Planning | ✓ | ✓ |
Transition and Training Tools | ✓ | ✓ |
Unlimited Expert Assistance | ✓ | ✓ |
2 Business Day Response Guarantee | ✓ | |
1 Business Day Response Guarantee | ✓ | |
Valuation Completed for You | ✓ | |
Marketing Materials Created for You | ✓ | |
Listings Managed for You | ✓ | |
Buyers Qualified for You | ✓ | |
Contracts Drafted for You | ✓ | |
Buyer Communication Managed for You | ✓ | |
Due Diligence Overseen for You | ✓ | |
Financing Assisted for You | ✓ | |
Landlord Communication Handled for You | ✓ | |
License/Permit Transfers Managed for You | ✓ | |
Closing Coordinated for You | ✓ | |
Training and Transitioning Arranged for You | ✓ |
See Terms of Service for more details.
See Terms of Service for more details.
