For Professional Advisors

Your Clients Have Assets That Do Not Fit a Normal Sale. We Help You Find the Path.

CPAs, bookkeepers, financial advisors, business brokers, trustees, receivers, turnaround consultants, and exit advisors often see client asset situations with no clean path. Acquire AOX provides that path.

Why Advisors Work With Acquire AOX

Protect the Client Relationship

You identify the problem. We help solve it. The client stays your client. We do not poach, cross-sell, or compete with your services.

Add Value Without Adding Work

You do not need to become an asset disposition expert. Refer the situation to us and stay focused on what you do best.

Professional-Level Review

We document every review, confirm authority, verify transferability, and provide a written assessment — the kind of rigor your professional clients expect.

Asset Situations Advisors See

Client closed a business — equipment, inventory, and receivables remain

Tax client has unclaimed vendor refunds and old receivables

Dissolved LLC still holds real estate or titled assets

Business owner retiring with no buyer — customer list and goodwill exist

Client inherited property, business interest, or asset they do not understand

Estate has assets that need disposition outside probate

Bankruptcy client has assets the trustee abandoned

Client owns notes, judgments, or creditor claims with no collection path

Old trademarks and domains with commercial value sit unused

Client needs a clean exit from a fractional ownership position

How Advisor Referrals Work

Identify the Situation

You notice a client asset that is stuck, stranded, or outside normal channels. It may be a closed business, inherited property, vendor refund, old receivable, or abandoned asset.

Refer to Acquire AOX

Use the Professional Referral Desk to submit the situation. We need basic asset information, ownership status, and the desired outcome. You can submit with or without the client present.

We Review

We evaluate authority, transferability, documentation, risk, and buyer path. The review is thorough and honest — we do not accept assets we cannot resolve.

We Respond

We provide an assessment and proposed path. If we can proceed, we outline the transaction structure, timeline, and documentation required. You stay informed throughout.

Resolution

If the asset fits, we execute. Your role as the referring advisor is respected — we do not solicit your client for other services or compete with your advisory relationship.

Have a Client Asset Situation to Discuss?

Refer the situation through our Professional Referral Desk. We will review and respond — no cost, no obligation, no client relationship risk for you.

Refer an Asset Situation