Just get in touch & we can help
Absolutely. You're listed as "Advisor #XXX" until we choose to reveal your identity. Your clients are shown as "Client #XXXX". No personal information is visible publicly.
About 30 minutes total:
15 minutes to complete your profile
10 minutes to enter portfolio details
5 minutes to upload your CSV files Your listing then goes to review and typically goes live within 24 hours.
Just upload what you have. If the format isn't recognized, we'll convert it for you within 5 business days at no charge.
Buy Now: Best if you want a quick, certain sale at a fair price
Negotiate: Better if you want to test the market and potentially get premium offers
Higher multiples for books with:
Younger demographics
Major city locations
Low client concentration
Recent strong growth
You'll receive instant email notifications for:
Data room access requests
Messages from potential buyers
Formal purchase offers Check your dashboard anytime to see all activity.
Yes, you control who sees your confidential documents. You can approve or decline each request with a message explaining your decision.
Great position to be in! You can:
Accept the best one immediately
Negotiate with multiple parties
Use higher offers to encourage better terms
Decline any that don't meet your needs
Once you accept:
Your portfolio goes "Under Contract"
Work exclusively with that buyer
Provide agreed information for due diligence
Assist with the transition as negotiated
Complete the sale in good faith
BuyTheBook provides a draft Sale and Purchase (S&P) agreement to be completed by all parties involved. However, we strongly encourage both buyers and sellers to seek independent legal advice, as BuyTheBook takes no responsibility or liability regarding the transaction or the final documentation
Our terms strictly prohibit direct client contact. Violations result in permanent bans and potential legal action. We've built multiple safeguards to protect your business.
You can update or remove your listing anytime before accepting an offer. Once under contract, you're committed to that buyer. If you attempt to circumvent this process or breach your contractual obligations, you will be charged applicable fees and penalties.
Indicate "Open to Discussion" for syndication. Many buyers are interested in partial purchases or joint ventures.
From listing to settlement typically takes 4-8 weeks:
1-2 weeks to receive offers
1-2 weeks for negotiation and due diligence
2-4 weeks for legal documentation and settlement
Just get in touch & we can help
A: Think of us as the marketplace for financial advisory books. We're a secure marketplace where you can buy established client portfolios from advisors who are ready to exit or downsize. We currently handle mortgage, insurance, and wealth management books across New Zealand and Australia.
Browsing is completely free. You only pay our 2.5% + GST success fee when you successfully purchase a portfolio, charged at settlement.
You can browse immediately, but to make serious offers you'll need about 15 minutes to:
Create your account (2 minutes)
Complete your profile (5 minutes)
Verify your identity through SUMSUB (5-10 minutes).
Once verified, you can make offers.
Each portfolio includes comprehensive analytics showing:
Monthly trail income (actual, not projected)
Client distribution
Lender splits with visual charts
Historical growth patterns
Recent settlement activity
Complete anonymized client data
Not initially. Client privacy is protected until you've signed agreements and the sale is proceeding. You'll see "Client #1234" format with all business metrics intact.
Buy Now: Fixed price, immediate purchase
Tender: Make your best offer and negotiate – more like a traditional negotiation
When you make an offer, we automatically calculate and show the multiple (offer price ÷ annual trail). Industry standards typically range, depending on book quality. The multiple depends on the book type.
Yes! Click "Request Information" to message the seller directly through our secure platform. Many buyers ask questions before making formal offers.
Request data room access to review trail statements, settlement records, and client databases. All documents are pre-uploaded and ready for immediate review once the seller approves your access.
Look for the "Verified" badge. Verified sellers have passed KYC/AML checks. Unverified sellers can list, but their offers are marked as "expressions of interest only."
Portfolio status changes to "Under Contract"
You'll negotiate final terms via our messaging system
Complete your due diligence
Finalize the sale agreement
Our 2.5% fee is charged at settlement
Transfer funds and receive the book
We have a funding option. Please contact us to find out more.