Recent Articles
40% of Advisors Set to Retire In the Next 5 Years
The financial advisor industry is rapidly approaching the crest of its retirement wave, yet many advisors nearing retirement don’t have a succession plan in place. Industry research shows [...]
Team Spotlight: Travis Liedke Valuation Coach
As a Valuation Coach, Travis Liedke combines a passion for analytics and problem solving with his passion for helping advisors. Travis joined the firm in 2015 and began his [...]
Why Now Is The Time To Sell Your Advisory Practice
For advisors over sixty, delaying the sale of your practice can have significant financial and personal ramifications, especially if you are already considering selling in the next one to [...]
Internal Successions On The Rise
After years of mass consolidation and open market sales marked by big payouts and ever increasing multiples, advisors are now looking inward for a succession strategy. Why It Matters: [...]
Burnout driving advisors out of the industry
Client demands and the stress of managing change leading advisors to sell their practice early Why it matters: Instead of selling on their own terms, advisors are selling just [...]
The Growing Appeal of Sell and Stay Deals
The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the traditional solo advisor/lifestyle [...]
