4 min read
Advisor Burnout – Is It Time to Sell?
The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale...
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.
4 min read
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
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...
9 min read
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
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
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....
10 min read
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
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...
2 min read
Many factors impact the sale of a financial advisor practice. Valuations influence the market value and ultimate sale price. The pool of ready buyers...
1 min read
We often say that buying or selling a practice is a lot like dating. Just like finding the perfect partner, finding the perfect book of business...
11 min read
Why are so many advisors shifting their growth strategy toward acquisitions? Recent research from Cerulli shows that 48% of financial advisors are...