7 min read
Nicholas Tucker: November 14, 2025
Selling your practice is one of the most high-stakes moments of your career. What you say, how you say it, and when you say it will shape what...
5 min read
Todd Doherty: November 7, 2025
Exit-prep advisors are only as effective as the financials they help clean up. You can coach a founder through valuation strategy, buyer positioning,...
6 min read
Anthony Whitbeck, CFP®, CLU®: October 31, 2025
Running a business means knowing every moving part. But to a buyer, that knowledge means nothing if it isn’t documented. And that’s a problem....
2 min read
Anthony Whitbeck, CFP®, CLU®: October 28, 2025
Growing by acquisition is one of the fastest ways to scale — but it’s also one of the easiest ways to stumble. Behind every successful deal is a...
5 min read
Anthony Whitbeck, CFP®, CLU®: October 24, 2025
The M&A landscape in financial services isn’t slowing down. It’s evolving. Fast. As of mid-2025, deal values in the sector have surged by 15%...
5 min read
Anthony Whitbeck, CFP®, CLU®: October 24, 2025
Preparing your advisory firm for sale means facing due diligence, and minimizing surprise red flags is critical. A compliance audit in this context...
8 min read
Anthony Whitbeck, CFP®, CLU®: October 24, 2025
Financial advisors evaluating a succession plan often ask a simple question with complex implications: Which firm should we trust to guide a smooth...
6 min read
Anthony Whitbeck, CFP®, CLU®: October 10, 2025
Have you ever asked yourself, “Is now the right time to sell my advisory practice?” You are not alone. Many advisors postpone this decision until...
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5 min read
Anthony Whitbeck, CFP®, CLU®: October 3, 2025
Are you preparing to sell your financial advisory practice? If so, how you plan for taxes may determine whether you maximize your payout or give up a...
