BUILD AN ACQUISITION THAT FITS
Find the Practice That Fits Your Growth Plan.
Register your acquisition criteria, preferred geography, revenue or AUM range, financing readiness and integration priorities.
Register My Buyer CriteriaStart with approximate ranges. No confidential records.
THE STARTING POINT
A buyer brief explains what you can acquire, why it fits and how you would support clients and staff. A credible process combines financing readiness with operational capacity.
Make Your Acquisition Criteria Specific
Define preferred business model, geography, client needs, practice size and seller timeline. Explain what would make a transaction unsuitable as well as attractive. A narrower, realistic brief is more useful than interest in every available practice.
Prepare for Diligence Before the Introduction
Separate indications from verified information. Examine recurring revenue, client concentration, operating expenses, agreements, registrations and service capacity. A seller’s identity and sensitive details should only be shared through an appropriate process.
Treat Integration as Part of the Investment
Plan staff roles, client communications, account transition responsibilities, systems and ongoing service. Identify who owns each task and how much it will cost. Client retention and a workable transition matter beyond closing day.
BUILD WITH INTENTION
Let’s Make Your Next Conversation More Useful.
Share your priorities, approximate practice ranges and timeline. The site team can review your request with context.
BEFORE THE NEXT STEP
Questions Worth Asking
A clear process begins with clear expectations.
Are there public listings to bid on?
This site currently collects buyer and seller inquiries for review. It does not present an inventory of verified practices or run an auction.
Does registering prove I am an approved buyer?
No. Identity, financial capacity, eligibility and any proposed terms need separate verification.
Can I look for a partial acquisition?
Yes. Describe the structure and client or business fit you want in your buyer brief.
CONNECT THE DECISIONS
