Recent Articles

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 [...]

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 [...]

Top Three Reasons Advisors Sell Their Practice

Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a growing number of educational and [...]


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