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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.

Advisor Burnout

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...

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

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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A Winning Team Selecting Qualified Experts To Help You Sell Your Practice

2 min read

A Winning Team: Selecting Qualified Experts To Help You Sell Your Practice

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...

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

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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Guide to Business Succession

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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What is a Business Succession Planning 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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1 min read

Considerations When Purchasing a Practice Outside of the “Family”

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...

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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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