14 min read
Anthony Whitbeck, CFP®, CLU®: July 28, 2026
Selling your financial advisory firm is only part of the transition. While advisors often spend years preparing for valuation, due diligence, and...
9 min read
Anthony Whitbeck, CFP®, CLU®: July 21, 2026
Many financial advisors view internal succession as the ideal way to transition their business. It preserves client relationships, protects the...
11 min read
Anthony Whitbeck, CFP®, CLU®: July 14, 2026
Financing an advisory firm acquisition involves much more than securing the capital to complete the purchase. The most successful transactions use a...
11 min read
Todd Doherty: July 7, 2026
Retaining staff during an advisory firm acquisition is one of the most important factors in determining whether a transaction succeeds after closing....
12 min read
Anthony Whitbeck, CFP®, CLU®: June 25, 2026
The right time to sell your financial advisory practice is when your business value, personal readiness, client relationships, succession plan, and...
10 min read
Alan Salomon, CPA/ABV, CVA: June 18, 2026
Advisory firm buyers do not value every firm the same way. Some focus primarily on revenue multiples, while others rely on EBITDA multiples to assess...
6 min read
Anthony Whitbeck, CFP®, CLU®: June 15, 2026
As a financial advisor, you've spent years building your practice and nurturing client relationships. But when the time comes to think about a...
11 min read
Todd Doherty: June 11, 2026
Selling a financial advisory practice typically takes 6 to 24 months, depending on factors such as valuation readiness, buyer demand, deal structure,...
11 min read
Todd Doherty: June 4, 2026
Recurring revenue quality is one of the most important factors affecting valuation in an advisory firm acquisition. While total revenue often...
