Anthony Whitbeck, CFP®, CLU®

Anthony "Tony" Whitbeck, CFP®, CLU®, is CEO and Owner of Advisor Legacy. He began his career as a financial advisor in 1989 and later shifted to coaching, where he’s guided more than two hundred advisory practices through growth, valuation, and succession. Tony leads Advisor Legacy’s certified third-party valuation engagements and coordinates lending and legal partners to streamline transactions. His articles focus on building transferable enterprise value, mapping internal vs. external exits, and avoiding common succession pitfalls. Drawing on decades of in-the-trenches experience, Tony provides practical, compliance-friendly guidance advisors can use right away.

14 min read

The Reality of Life After Selling Your Financial Advisory Firm

Anthony Whitbeck, CFP®, CLU®: July 28, 2026

Selling your financial advisory firm is only part of the transition. While advisors often spend years preparing for valuation, due diligence, and...

Successions and Continuity

9 min read

Advisory Succession Planning: Preparing Your Firm for What's Next

Anthony Whitbeck, CFP®, CLU®: July 21, 2026

Many financial advisors view internal succession as the ideal way to transition their business. It preserves client relationships, protects the...

Successions and Continuity

How Buyers Finance Advisory Firm Acquisitions

11 min read

What Every Advisor Should Know About Financing an Advisory Firm Acquisition

Anthony Whitbeck, CFP®, CLU®: July 14, 2026

Financing an advisory firm acquisition involves much more than securing the capital to complete the purchase. The most successful transactions use a...

Practice Acquisitions

12 min read

When Should a Financial Advisor Sell Their Practice? Key Signs to Watch For

Anthony Whitbeck, CFP®, CLU®: June 25, 2026

The right time to sell your financial advisory practice is when your business value, personal readiness, client relationships, succession plan, and...

Practice Acquisitions Successions and Continuity

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6 min read

Understanding Valuation Multiples for a Financial Advisor Practice

Anthony Whitbeck, CFP®, CLU®: June 15, 2026

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

Common Mistakes Advisors Make When Selling Their Practice

14 min read

9 Mistakes Advisors Make When Selling Their Practice: How to Avoid Them

Anthony Whitbeck, CFP®, CLU®: May 5, 2026

Most financial advisors who sell their practice make at least one costly mistake, and many make several. The most damaging include waiting too long...