Grow Your Book.
Monetize Your
Legacy.
Advisor Capital connects growth-focused advisors with those seeking structured succession and exit solutions — with acquisition financing arranged through our trusted banking partners.
Advisor Capital does not provide financial advice, investment advice, or lending services. We are a technology platform facilitating introductions between financial professionals. We are not supervised by the AMF in connection with this platform's activities. Founders of this platform may hold AMF-issued representative certificates in their personal capacity, entirely separate and distinct from this platform.
$2.4B+
AUM IN ACTIVE DEALS
$2.4B+
AUM IN ACTIVE DEALS
340+
Registered Advisors
340+
Registered Advisors
10
Provinces Served
10
Provinces Served
$2.4B+
AUM IN ACTIVE DEALS
$2.4B+
AUM IN ACTIVE DEALS
340+
Registered Advisors
340+
Registered Advisors
10
Provinces Served
10
Provinces Served
Advisor Capital introduces users to independent banking institutions only. We do not lend money, guarantee financing approvals, or act as a mortgage broker. All lending decisions are made solely by the financial institutions listed above. Advisor Capital earns a referral fee from introductions that result in closed transactions.
What We Do vs. What We Do Not Do
Distinction Required by the AMF
What Advisor Capital DOES
- Facilitates connections between advisors looking to buy or sell a financial practice
- Provides an online marketplace where anonymized practice listings can be viewed
- Connects users with banking partners who may evaluate and offer acquisition financing
- Offers educational content — articles, guides, and webinars on succession planning (for informational purposes only)
- Provides a value estimation tool — a general market indicator (not a professional valuation)
- Facilitates secure document exchange between connected parties through our Deal Room
- Collects success fees paid by the buyer when a transaction is completed through our introductions
What Advisor Capital DOES NOT DO
- Does not lend money — we are not a lender, bank, credit union, or mortgage broker
- Does not provide financial advice — we do not recommend investments, insurance, or financial strategies
- Does not provide regulated advice — we are not registered as an investment advisor, portfolio manager, or financial planner
- Does not guarantee financing — connections with banking partners do not guarantee loan approval
- Does not act as a securities broker — we do not facilitate the purchase or sale of securities
- Does not provide official valuations — our estimation tool is provided for informational purposes only and is not a professional valuation
- Does not represent either party — we are a neutral technology platform, not an agent or representative
Practice Acquisition
Grow your book efficiently
Succession Planning
Exit on your terms
Book Valuation
Data-driven intelligence
Advisor Marketplace
Curated buyer-seller matching
Exit Strategy
Monetize your legacy
Built for advisors at every stage
Whether you’re acquiring your first book or planning your retirement exit, Advisor Capital provides the platform, the matches, and the financing to make it happen — confidentially and professionally.
Advisors Looking to Grow
Acquire established books of business and expand your footprint efficiently. Stop building from scratch — buy a proven revenue stream with an existing, loyal client base.
- Acquire revenue and accelerate practice growth
- Expand your geographic footprint nationally
- Financing arranged through our banking partners
- Curated matches — not a generic listing search
Advisors Planning an Exit
- Monetize your practice at maximum value
- Structured transition — protect client relationships
- Full confidentiality throughout the entire process
- VTB structuring and deal term guidance available
A structured path from introduction to close
Every engagement begins with a confidential consultation. We don’t list and leave — we stay with you through valuation, matching, financing, and client transition. Our fee is earned only when your deal closes.
01
Confidential Consultation
Understand your objectives, timeline, and deal preferences. No paperwork, no commitment — a professional conversation with our deal team.
02
Valuation & Positioning
Professional analysis of revenue quality, client demographics, recurring mix, and deal structure to maximize your outcome.
03
Match & Negotiate
Curated introductions with NDAs in place. We manage negotiations — you only speak to qualified, vetted counterparties.
04
Structured Transition
We source financing through 3–5 banking partners simultaneously, coordinate legal, and manage the client continuity plan. Fee earned at close only.
Advisor Capital's facilitation services do not replace the need for independent legal, tax, accounting, and financial advice. All users are strongly encouraged to retain qualified professionals in their province before completing any transaction. Nothing on this platform constitutes legal, tax, investment, or financial planning advice.
Relationship-driven.
Legacy-focused.
Most advisors are off by 30–50% when estimating their own practice value. Our free tools give you the data before you enter any conversation.
Practice Valuation Estimator
Get an instant AUM-based value range using real Canadian transaction multiples. Free, takes 60 seconds, no email required.
Succession Readiness Score
A 10-question assessment scoring your practice on exit-readiness (1–100) and identifying what to improve before you go to market.
Financing Feasibility Calculator
Input your target price and available equity to see your borrowing capacity and which lenders your deal qualifies for — instantly.
Know your number.
Own the negotiation.
Confidential Marketplace
Anonymized listings, NDA-gated introductions, and complete discretion. Your clients never know you're exploring until you choose to tell them.
Data-Driven Valuation
Our valuations are grounded in real Canadian transaction comparables across all practice types and provinces — not rules of thumb.
Financing Arranged For You
We package your deal and submit it to 3-5 banking partners simultaneously. Most deals fail due to poor financing prep — ours don't.
Minimal Upfront Set up Cost
Our success fee (1-2% of financed transaction value) is earned only when your deal closes. Zero upfront cost. Total alignment.
Advisor-Centric, Always
We work exclusively with financial advisors and insurance professionals across Canada. This is our only focus — we understand your world.
Total AUM in active deal pipeline
$2.4B+
$2.4B+
Total AUM in active deal pipeline
340+
Registered Advisors
340+
Registered Advisors
10
Provinces Served
10
Provinces Served
EN/FR
Bilingual Platform
EN/FR
Bilingual Platform
$0
Minimal Upfront Set up Cost
$0
Minimal Upfront Set up Cost
"Advisors who plan succession 3+ years early receive an average of 18% more than those who wait. The conversation costs nothing."
Start Your Succession Plan Today →
Develop your client base.
Monetize your legacy.
Advisor Capital is a professional platform connecting growing advisors with those planning their succession or exit — with financing arranged from the start.
01
Confidential consultation
Analysis of your objectives and timeline. No commitment, no fees.
02
Professional evaluation
Analysis of revenue, client base, and your firm’s structure.
03
Strategic matching
Targeted connections based on your growth or succession goals.
04
Structured transition
Support with negotiation, financing, and client continuity.
Showing 24 active listings across Canada
📍 Toronto, Ontario
Established Fee-Based Wealth Practice
Wealth Management · CFP · 22 years in practice
$47M
$820K
156
Households
94%
Recurring
VTB: 20% Available
REQUEST Intro
Clientèle assurance & investissements
$14M
$380K
210
91%
Structure: Vente complète
Demander intro
📍 Calgary, Alberta
Growth-Stage Advisor — Active Buyer
Wealth Management · CFA · Pre-approved
$35M
Current AUM
$15–50M
Target AUM
AB/BC
Provinces
Full/Partial
Deal Type
Structure: Vente complète
Demander intro
📍 Ottawa, Ontario
Partial Book — Senior Advisor Transitioning
Fee-Only Planning · CFP · Transitioning 40%
$29M
Total AUM
$11M
AUM for Sale
48
Clients
96%
Recurring
VTB: Available
REQUEST Intro
Insurance Specialist — 18-Year Practice
Insurance · CLU · Retirement-driven exit
$9M
AUM
$290K
Revenue
187
Households
89%
Recurring
📍 Québec City, QC
Conseiller bilingue — Acheteur actif
Gestion de patrimoine · CFP · QC uniquement
$18M
AUM actuel
$10–25M
Cible AUM
Québec
Province
Complète
Préférence
Free registration required to initiate contact · All introductions are NDA-protected
Trusted by advisors across
Canada
★★★★★
After 24 years building my practice, Advisor Capital found me a buyer who genuinely cared about my clients — and arranged full financing for them. The transition was seamless.
Sold practice · Montréal, QC · $54M AUM
★★★★★
Two bank rejections in six months on my own. Advisor Capital repackaged the deal and submitted to three lenders at once. I had two approvals in eleven days. Completely changed my trajectory.
Acquired practice · Toronto, ON · $28M AUM
★★★★★
The valuation report alone changed my negotiating position. I got 18% more than my initial ask because I walked in with real data, not a guess.
Partial sale · Calgary, AB · $71M AUM
Ready to grow your book or monetize your legacy?
Every engagement starts with a private, no-obligation conversation. Tell us where you are and where you want to go — we’ll chart the path, arrange the financing, and handle the rest.
Speak With Our Team
🔒 All consultations are strictly confidential. Your information is never shared without your explicit written consent.