4 min read
Shennandoah Connor: June 30, 2025
The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale...
10 min read
Anthony Whitbeck: June 30, 2025
What’s your practice really worth, and when should you sell? Nearly 40% of financial advisors are expected to retire within the next decade, based on...
2 min read
Todd Doherty: June 30, 2025
Many advisors with 30 plus years of service under their belt approach the last phase of their career in pretty much the same fashion. They take their...
1 min read
Todd Doherty: June 30, 2025
Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...
9 min read
Anthony Whitbeck: June 30, 2025
What kind of buyer will protect the financial advisory business you built and pay what your book of business is worth? Nearly 40% of financial...
2 min read
Shennandoah Connor: June 30, 2025
For most owners of a Financial Advisor practice, you only sell your practice once. As a once in a lifetime deal, you’ll want to do it right. Doing it...
3 min read
Anthony Whitbeck: June 30, 2025
Most advisors will only sell a practice once in their lifetime. It’s no wonder then that many advisors are woefully unprepared for that experience....
2 min read
Todd Doherty: June 30, 2025
Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...
10 min read
Anthony Whitbeck: June 30, 2025
What happens to your firm if you're not there tomorrow? According to Harvard Business Review, a staggering 54% of board members report that their...
11 min read
Anthony Whitbeck: June 30, 2025
What is a business succession planning service, and why is it every firm’s safety net? Only 34% of privately held businesses have a formal succession...
