SELLER FAQ:

• What M&A consultant firm is AdvisorConduit partnered with?
  • AdvisorConduit reveals the identity of the M&A firm upon an exploration call with a seller. This call is also used to gather preliminary firm and M&A information to provide to the M&A firm

• In what capacity does AdvisorConduit work with seller vs the M&A firm?
  • Through this partnership, AdvisorConduit runs the initial exploratory efforts while our M&A partner group creates strategy, facilitates buyer introductions, and finalizes the closing process

• What fee is charged to the seller? Who pays for it?
  • AdvisorConduit and our M&A partner’s fee is 6% of the closing price, which is typically paid for by the buyer

• What are my post transaction options?
  • More frequently, sellers are creating post transaction roles for themselves, continuing to work in a capacity of their choosing while also enjoying a liquidity event via asset sales

• What is the typical selling timeline?
  • While it is entirely deal dependent, typical timelines are 3-12 months from start to finish

• What is the typical purchase price structure?
  • Being that majority of buyers in the industry are bank finance ready, sellers typically receive 60 – 70% of cash at closing, with the remainder parked in escrow for roughly 2-3 years. The amount in escrow is based on client retention

BUYER FAQ:

• How does AdvisorConduit help buyers on the M&A side?
  • Through our strategic partnership with an established M&A consultant, AdvisorConduit can help buyers identify acquisitions & mergers, recruit, and create long-term enterprise value.

• How does AdvisorConduit help buyers on the financing side?
  • Through our strategic partnership with an established wealth management focused lender, we can help you secure funding for acquisitions, debt refinances, or for a working capital loan.

• How can I identify sellers that AdvisorConduit is representing, and how do I get in front of them?
  • If you are interested in learning about active seller listings, reach out to: oscar@advisorconduit.com, and we will reach out to you with information on current deals, and the process for getting in front of them

• How can I become a stronger buyer?
  • While there are many things that a buyer can do to strengthen themselves throughout the M&A process, common strategies include aligning with a lender and establishing defined investment philosophies and service models. If you reach out to: oscar@advisorconduit.com, we will send you a complimentary buyer pitchbook with information on how to become a stronger buyer

• Do you negotiate acquisitions?
  • No. Once an introduction is made, the buyer and seller, together with their respective professional advisers, handle diligence, valuation, negotiation, documentation, and closing.

• What types of firms do you work with?
  • AdvisorConduit focuses primarily on wealth management and financial advisory businesses, including RIAs and other eligible wealth management businesses.