10 min read
Todd Doherty: August 25, 2026
Internal succession planning for an RIA means preparing an existing partner, associate advisor, or NextGen professional to assume ownership and...
12 min read
Todd Doherty: August 18, 2026
A financial advisor succession planning checklist should cover the decisions that need to be resolved before ownership, leadership, and client...
16 min read
Anthony Whitbeck, CFP®, CLU®: August 11, 2026
Choosing a successor for a financial advisory practice requires evaluating whether the candidate can earn client trust, lead the team, make sound...
15 min read
Alan Salomon, CPA/ABV, CVA: August 4, 2026
A financial advisory practice can lose value when buyers see risk in its future cash flow, profitability, client retention, or ability to transition...
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...
