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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.

Selling a Financial Advisory Practice

10 min read

Selling a Financial Advisory Practice: How to Exit Smart

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...

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Selling a Financial Planning Practice

9 min read

Selling Your Financial Planning Practice: A Guide to Valuation & Buyer Types

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...

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3 min read

Things Advisors Need to Consider If They Plan to Sell Their Practice in One to Five Years

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....

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succession planning services guide

10 min read

Guide to Business Succession Planning Services: Ensure Leadership Continuity

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...

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Succession Service

11 min read

What is a Business Succession Planning Service: Your Safety Net for Leadership Continuity

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...

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2 min read

How Expenses Can Impact the Sale of Your Financial Advisory Practice

Many factors impact the sale of a financial advisor practice. Valuations influence the market value and ultimate sale price. The pool of ready buyers...

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Buy a Financial Advisor Practice

11 min read

How to Buy a Financial Advisor Practice: Smart Steps to Acquire and Grow

Why are so many advisors shifting their growth strategy toward acquisitions? Recent research from Cerulli shows that 48% of financial advisors are...

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5 min read

Who Should You Sell Your Practice To?

When selling a practice, financial advisors have more options than ever before. Advisors can sell in different stages, or all at once, and have an...

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Financial Advisor Mergers and Acquisitions Trends

7 min read

2025 Mergers and Acquisitions Trends for Financial Advisors: Analyzing the Rebound

Why are deal values rising while the number of M&A transactions is falling?

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2 min read

Advisors Add Value During Market Volatility

Fluctuating markets fuel uncertainty, fraying the nerves of clients. Although this increases demands on advisors and staff, it’s also an opportunity...

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