Buyer Survey

Buyer Survey

Welcome to the Buyer Survey!

Register for free, to receive monthly newsletters focused on buyer education, attend Buyer Town Halls, and get notified should your practice be a good fit for a competitive deal. By completing the Buyer Survey, you are indicating to Advisor M&A that you are an interested buyer of financial practices and would like to receive educational content and resources.

Visit the M&A Navigator to leverage strategy guides, tactical scorecards, and resources throughout the different stages of your acquisition journey.

First Name*

Last Name*

Master Rep ID*

Company Website

Are you acquiring as a firm?*

Yes = Ensemble firm: there is more than one firm owner and the firm owns the clients.

OSJ firm: your firm provides OSJ services to advisors who own their client relationships.

No = Solo practice: you are the sole owner of the practice’s clients and do not have any other advisors that work with you/would help support the book.

Select

Firm Name*

How many additional firm owners?*

Select 0, if you are the only firm owner

Select

What are the names of the other owners?*

If more than one additional owner, separate names with a comma

What is your role at the firm?*

Select all that apply

Select

Number of Advisors*

How many advisors are on your team?

*input 0 if you do not have any other advisors, other than yourself

Number of Staff*

How many non-advisor staff do you have on your team?

*input 0 if none

Firm Revenue*

Provide the revenue of your firm. Include all revenue from you and your team.

Select

Firm AUM*

Provide the AUM of your firm. Include all AUM from you and your team.

Select

Individual GDC*

Select

Individual AUM*

Select

Have you previously acquired a book?*

Select

How many acquisitions have you completed?

Select

How much personal/firm capital do you have to contribute to an acquisition?*

Provide the amount of cash that you or your firm has available to contribute to an acquisition.

Select

Which of the following services do you offer to clients?*

Select all that apply

Select

What type of support services do you offer advisors that are part of your office/organization?*

Select all that apply

Select

Do you focus on any of the following client niches/demographics?*

Select all that apply

Select

Primary Location - City*

Provide your primary location city

Primary Location - State*

Select the state of your primary office location

Select

Additional Locations (if applicable)*

Select any additional locations you have or locations where you are looking to expand

(select N/A if you do not have any other locations or are only interested in acquiring in your primary location)

Select

Send me a copy of my responses

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