📓Overview
Partial Sales allow advisors to list or acquire a segment of a book of business — without going through the full Meeting Room process.
This feature gives both growth- and succession-oriented advisors the flexibility to buy or sell smaller portions of a practice while maintaining control and confidentiality.
Partial Sales are only visible to advisors within your division or region.
👥 Who Can Use Partial Sales
Advisor Type | Visibility | Examples of Goals |
Growth-Oriented | Profiles visible to all platform users. | Buying, Partnering, Becoming a Successor, Here for Research |
Succession-Oriented | Profiles visible only to those invited to Meeting Room. | Selling, Finding a Successor |
Here for Research | Profiles not visible. | Not Interested in Buying or Selling |
All groups can create and find Partial Sales, the experience just differs slightly.
🧐 How It Works
Create a Listing:
Advisors can list a portion of their book without needing to create a full deal or Meeting Room.Visibility:
Only advisors within your division/region will see your listing.Express Interest:
Advisors can search and express interest directly from the platform.Approval & Messaging:
Advisors receive an email notification when someone expresses interest.
Once the seller approves, both parties can message freely through Practice Exchange.
✉️ Messaging & Privacy
Growth-oriented advisors can message any user, but still require approval to discuss a Partial Sale.
Succession-oriented advisors can only receive messages about a Partial Sale once they approve an expression of interest.
Seller profiles will be made visible only to advisors in their division/region, and only those they approve can engage in a discussion.
🔗 Related Articles