Don't Take Our Word for It
See what our clients and others we have worked with are saying about us.
Scott might be the exception in this business. At no time did I feel pressured to sell. His approach is that of service and counsel. If it was not the right fit, he was the first person to suggest that we find a better fit. Overall, Scott exceeded every expectation that I had in this endeavor that lasted close to two years due to my learning curve of who was the right fit for my clients. He was more interested in making sure my goals were met than he was in just making another sale. I highly recommend Scott and his company to any advisor who is ready to sell or transition their firm.
Brett S., CEO, Wealth Management & Financial Planning Firm, Rocky Mountain Region
Scott Houston contacted me about five years before I actually pulled the trigger for active succession planning. He impressed me with his knowledge of the business and the transition process. Moreover, he impressed me with his infinite patience and follow through. He listened carefully to my questions and concerns and addressed them. His process resulted in my connection to a group that is cognizant of my needs in the transition, as well as focused on the welfare of my clients. I highly recommend Scott and his firm to any advisor looking to sell their firm or practice, or create and implement a succession plan.
KL, Principal, Kentucky Advisory Firm
Scott promised to deliver 3 qualified buyers. That’s exactly what he did. I selected one of his contacts, and we now have a happy marriage beyond my highest expectations. Got to recommend him!
Larry, Principal, Indiana Advisory Firm
I have enjoyed working with Scott at AdviserXchange. As a long-time client, I've found him to be professional and helpful in locating good fits for our practice as we continue to grow. Additionally, I feel as if I have received a good value from their service and would recommend the firm to anyone wanting to buy or sell in this space.
Brett R., Principal, Indiana Advisory Firm
We have found over the past few years of working with Scott Houston an incredible relationship that we rely on for practice acquisitions. Scott does a great job of representing both sides and works hard to match up the right personalities and business dynamics for optimum success!
Mike E., CEO/President, KY Wealth Management Firm
Prior to me working with Scott and AdviserXchange, we had come up with no acquisition results during a three or four year period. I had subscribed and paid for a number of other acquisition and broker services, but all had produced nothing. Finally, we started working with AdviserXchange, and since 2012, we have had opportunities to interview, meet and acquire numerous seller practices. In that time, we have bought or absorbed 6 other practices. AdviserXchange has helped us to realize our original growth vision. We have grown from $25 million to $100 million today and are still working on achieving more. This firm has been an amazing resource to us.
Pete, President, RIA Firm in Maryland
We have been working with Scott Houston for the last five + years, and he has helped us successfully close several transactions over that period of time. He has always brought us a steady flow of quality acquisition candidates and has been a valuable resource in helping us structure both traditional and non-traditional deals with the sellers he brought to the table. We consider Scott and his firm a valued partner in our continued growth.
Jim, Managing Partner, Massachusetts Wealth Management Firm
I have worked with AdviserXchange (Scott Houston) on a few different practice acquisition opportunities. What has impressed me the most is this company truly cares about ALL the details to make sure the buy/sell is a right fit for both parties. Scott has taken the extra time with me to not only get a full understanding of what my goals are, but to make sure the acquisition was a good long term fit for my firm. I feel AdviserXchange is not just about putting parties together to make a sale, they stand behind their company’s vision to make a difference for all involved in the transaction. I look forward to continuing my partnership with AdviserXchange, and the new opportunities that lie ahead.
Dawn J., President, Midwest Wealth Management Firm
I have worked very closely with Scott over the last 12 months, and he has been a tremendous help finding me a suitable investment advisory practice to purchase. He guided me successfully in all areas of the transaction, from moderating our initial contact, to the valuing of the practice, and finally, the nuances of executing the contracts. I have been extremely pleased with my experience and look forward to working with Scott and AdviserXchange on our next purchase as we build a regional business. Highly recommend the company’s services.
Tom, Managing Director, New Jersey Wealth Management Firm
We tried for three years to connect with advisers who might need a succession plan or who were ready to sell their practices. We subscribed to the big name websites, spent a fair amount of money in the process and got nothing for our efforts. We decided to partner wit Scott Houston and AdviserXchange. Less then nine months later, we have completed one succession plan and two practice acquisitions. The personal introductions Scott and his team provided roved to be the missing ingredient. Their experience is deep and thier ability to build relationships with qualified buyers and sellers is unparalleled. I recomment their services wholeheartedly.
Jim, CEO, Ohio based investment and financial planning firm
Our firm has experienced a positive working relationship with Mr. Scott Houston and AdviserXchange. Professional assistance to our firm from AdviserXchange is broad, with specific concentration on the identification of potential candidates for the purpose of acquisitions and mergers. Subsequent services include the guidance and structuring of such transactions. To date, we have acquired 2 practices and presently working on additional acquisitions. I highly recommend Scott and AdviserXchange for the selling and purchasing needs of your business.
Tom, President, Pennsylvania Wealth Management Firm