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Valuations &
Equity

Objective valuations and equity insights to price, benchmark, and guide decisions.

M&A: Deal Support & Practice Sales

Hands-on M&A support from structure to negotiations, listings, and closings.

Practice Management & Coaching

Systems, coaching, and assessments to streamline operations and grow team performance.

Continuity, Legal & Business Services

Protect continuity, formalize entities, access lending resources, and membership benefits.

Anthony Whitbeck

A 35-year veteran of the industry, Whitbeck’s experience, industry knowledge, and track record make him a powerhouse ally for financial advisors and industry leaders. With certified third-party business valuations, legal and lending support partners, and a proven acquisition process, Whitbeck and his team of experts have helped hundreds of financial advisors build, manage, protect, and successfully transition their practice.

Negotiating Non-Compete Terms in Practice Sale

7 min read

Negotiating Non-Compete Terms in a Practice Sale: What Every Seller Should Know

Thinking about selling your practice? Before you sign, ask yourself: could that non-compete clause cost you your next opportunity, your income, or...

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All-Cash vs Hybrid Deals When Selling

5 min read

All-Cash vs Hybrid Deals When Selling a Business: Which Structure Works Best?

In today’s M&A environment, how a deal is structured often matters more than its headline price. Credit is tight. Interest rates are high. Dealmakers...

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Earn-Out Agreements for Financial Advisors

7 min read

Earn-Out Agreements for Financial Advisors: How to Structure Deals and Allocate Risk

Struggling to close deals when buyers and sellers won’t agree on value? You’re in good company. As of 2023, about 26 percent of private company...

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Selling a Financial Advisory Practice

11 min read

Selling a Financial Advisory Practice: How to Maximize Value

If you’re preparing to put your financial advisor practice for sale, knowing how to structure the deal, value the practice, and transition clients...

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Tax Implications of Buying and Selling Financial Advisory

5 min read

Tax Implications of Selling a Financial Advisor Book of Business

Selling a financial advisory practice — or a financial planning practice — involves more than simply agreeing on a price and signing documents. One...

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4 min read

LPL’s Commonwealth Acquisition: What Advisors Near Retirement Should Know

The Shockwaves of Consolidation In wealth management, consolidation is often framed as progress. Announcements speak of efficiency, synergy, and...

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Buyer Types For Advisory Firm Sale

6 min read

Buyer Types for Advisory Firm Sale: How to Find the Right Fit

When you’re evaluating offers to sell your advisory firm, are you also asking yourself how well your buyer will protect your client relationships and...

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How to value a financial advisory practice

6 min read

How to Value a Financial Advisory Practice

For decades, you’ve dedicated yourself to building a successful financial advisory practice, guiding clients toward their financial goals. Now, as...

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Selling to Junior Partner vs External Buyer

6 min read

Selling to Junior Partner vs External Buyer: Which Path Fits Your Succession Plan?

As of August 2025, nearly 37% of financial advisors are expected to retire within the next decade, according to Cerulli Associates. Collectively,...

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