11 min read
Anthony Whitbeck: June 30, 2025
Why are so many advisors shifting their growth strategy toward acquisitions? Recent research from Cerulli shows that 48% of financial advisors are...
5 min read
Anthony Whitbeck: June 30, 2025
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...
7 min read
Anthony Whitbeck: June 30, 2025
Why are deal values rising while the number of M&A transactions is falling?
2 min read
Anthony Whitbeck: June 30, 2025
This blog post is part of a series highlighting Advisor Legacy team members. As M&A Coach, John Sullivan brings over 4 decades of experience in the...
2 min read
Anthony Whitbeck: June 30, 2025
Fluctuating markets fuel uncertainty, fraying the nerves of clients. Although this increases demands on advisors and staff, it’s also an opportunity...
3 min read
Anthony Whitbeck: June 30, 2025
When it’s time to sell your practice, you want help from someone you know and trust. Naturally it makes sense to turn to your own broker-dealer...
5 min read
Anthony Whitbeck: June 30, 2025
Selling a financial advisory practice — or a financial planning practice — involves more than simply agreeing on a price and signing documents. One...
3 min read
Anthony Whitbeck: June 30, 2025
The financial advisor industry is rapidly approaching the crest of its retirement wave, yet many advisors nearing retirement don’t have a succession...
3 min read
Anthony Whitbeck: June 30, 2025
Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a...
