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Acquire AUM Faster—No Brokers, No Cold Outreach, No Bidding Wars

Get pre-vetted sellers, skip the competition, and scale—fast.

Exclusive Deals—No Cold Outreach Required

Problem

Tired of chasing overpriced, hard-to-find AUM acquisition deals? Traditional sourcing is slow, inconsistent, and filled with competition—making it nearly impossible to scale your firm.

Solution

We connect you with pre-vetted wealth advisors looking to sell—before they hit the open market. Our exclusive network ensures you skip the bidding wars and access $50M to 500M+ AUM opportunities first. No more cold outreach. No more wasted time. Just qualified, high-value acquisitions delivered straight to you."

How We Help You Grow

Step 1: Strategy Call & Onboarding

📞 Kickoff Call: We discuss your firm’s AUM growth goals, ideal advisor profile, and acquisition criteria (e.g., book size, geography, etc).

🔍 Market Analysis: We provide insight into available sellers and current AUM acquisition trends.

📝 Agreement & Upfront Fee: Once aligned, we finalize the partnership, and you lock in your guaranteed deal flow

💡Outcome: In 30-60 days, you’ll have qualified, ready-to-close AUM deals delivered straight to you.

Step 2: We Deliver High-Value, Ready-to-Sell Advisors

Step 2: Deal Sourcing & Vetting

🎯Targeted Advisor Outreach: We engage wealth advisors actively looking to sell their books, filtering out time-wasters.

✅ Pre-Qualified & Vetted: We only bring you serious sellers with $50M-$200M+ in AUM, so you never waste time on bad leads.

🔒 Exclusive Access: Your firm gets priority deal flow—meaning you get first dibs before anyone else.

💡 Outcome: You receive a steady pipeline of high-value, pre-qualified advisors, ready to sell on your terms.

Step 3: Only Speak With High-Value Sellers—We Handle the Rest

📅 Direct Access to Motivated Sellers: No more wasted time on cold outreach or dead leads. We book you one-on-one meetings with serious wealth advisors looking to sell.

📜 Insider Deal Briefs: Before every call, you’ll get detailed profiles with AUM size, client demographics, and the advisor’s motivation for selling

🔄 Fine-Tuned Matching Process: Based on early feedback, we optimize future introductions to ensure you only meet the best-fit advisors for your acquisition strategy.

💡Outcome: You get a steady flow of qualified sellers delivered straight to your calendar. Every meeting is a serious opportunity, not just a conversation.

Step 4: We Handle the Hard Part—You Focus on Scaling

💰 We Help You Close Faster & Scale Without Stress

🔄 Replacement Guarantee: If a seller isn't interested, we replace them for FREE—so you’re never left hanging.

📈 Long-Term AUM Growth: Once your deals start closing, we keep your pipeline full—helping you scale your assets under management month after month.

💡 Outcome: Your firm’s AUM grows consistently, with a steady stream of high-value acquisition opportunities.