Buyers Information

Buyers / Acquisitions

List: List yourself as an interested buyer, detail your firm and its objectives. Outline the ideal candidate firm you would consider acquiring. (See categories listed below **)

Post Video: Post a video personally describing your firm, its philosophy and acquisition objectives.

View: View listings of financial service companies offered for sale and communicate with the seller via the Eighty20Exchange site.

Transaction Management: We manage the listing/introduction process to ensure that it is efficient and handled professionally, without delay and with appropriate Confidentiality.


The industry is in transition. Many owners of financial service firms are in the Baby Boomer generation and they are approaching the age for retirement. Change represents opportunity.

Our parent company, Eighty20 Advisors, is active in alerting the financial services community to the critical task of facilitating Succession.


Subscription Membership

Eighty20Exchange Listing Membership provides access to listings of companies offered for sale with all the data you need to assess your interest in the enterprise:

Firm Location / Business Focus / Revenues / AUM / Client outline / Account data / Staff Affiliations / Valuation / Terms of sale.

Your registration lists your objectives and enables qualification as an “Accredited Buyer” – giving sellers confidence in the integrity of your inquiry and your capability to handle the transaction.

Your contact with a seller is managed by an Engagement Agreement that establishes confidentiality and expedites discovery and succession success. The agreement defines the terms for compensation to Eighty20 Advisors for executing an acquisition for your firm.

FREE Membership – View Summary of Listings

Free Member visitor status allows you to see all available listings with: Location – Revenues – Valuation.

As a visitor you will not have the ability to contact the business owners.


Our objective is to bring all interested parties to this site. Your introduction to other industry professionals would be greatly appreciated.

Free Book:

Registration entitles you to a print copy of our guidebook to business valuation: “You Can Take It With You – To The Bank.” a 40 page primer that can be read in 30 minutes.


** Eighty20Exchange™ serves owners and buyers of: Financial Planning firms, Office of Supervisory Jurisdiction, Broker Dealers, Field Marketing Organizations, Independent Insurance Agencies and Independent Marketing Organizations.