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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.

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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Succession Planning for Financial Advisors

7 min read

Succession Planning for Financial Advisors: A Complete Guide

Succession planning is no longer optional. It is a business imperative. As of mid-2025, 94% of firm owners nearing retirement lack a fully documented...

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Building a Team-Based Advisory Practice

6 min read

Building a Team-Based Advisory Practice: A Complete Guide for Advisors

Are you feeling stretched thin? Serving more clients, juggling paperwork, and chasing growth while trying to keep client satisfaction high? You’re...

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Diversifying Revenue Streams: Guide for Financial Advisors

4 min read

Diversifying Revenue Streams: Guide for Financial Advisors

For growth-minded financial advisors, a business model heavily reliant on Assets Under Management (AUM) fees can feel like riding a rollercoaster....

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client retention strategies for financial advisors

5 min read

Client Retention Strategies for Financial Advisors

For financial advisors nearing the exit stage of their careers, a high client retention rate is a primary driver of their practice's valuation....

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understanding valuation multiples for advisor practices

6 min read

Understanding Valuation Multiples for a Financial Advisor Practice

As a financial advisor, you've spent years building your practice and nurturing client relationships. But when it comes time to think about a...

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