My Advisor Group
Buyer's & Seller's Hub
WHETHER YOU ARE BUYING OR SELLING, OUR HUB STREAMLINES THE PROCESS WITH TRUSTED SERVICES AND EXPERT SUPPORT.
STEPS FOR SELLERS
List your practice with detailed metrics.
​Key information about your practice (AUM, client demographics, revenue, location).
A brief summary of what makes your book unique (e.g., niche focus, loyal clients, growth potential).
STEPS FOR BUYERS
Create a profile and define your criteria.
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Your business focus (e.g., wealth management, insurance).
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AUM and client base size you’re looking for.
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Budget and location preferences.
Value Added Features
Confidentiality
First​
All sensitive information (financials, client info) is shared only after signing an NDA.
Post-Sale
Tracking
Monitor progress, including payment milestones and client transitions, with our tracking support tools.
No Upfront
Cost
Sellers are invoiced only after the agreement is signed, making the process risk-free and stress-free.
Dedicated
Support
Personalized assistance through live chat and email for all your questions and needs during the process.
Have Questions?
Feel free to reach out us at any time by clicking the "Let's Chat" button or by emailing us at info@myadvisorgroup.ca. We're here to help!