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.

5 min read

Who Should You Sell Your Practice To?

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...

Practice Acquisitions Successions and Continuity

Financial Advisor Mergers and Acquisitions Trends

7 min read

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

Anthony Whitbeck: June 30, 2025

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

2 min read

Team Spotlight: John Sullivan – M&A Coach

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...

News and Spotlights

2 min read

Advisors Add Value During Market Volatility

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...

Practice Development Successions and Continuity

3 min read

Choosing Help for Your Succession

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...

Practice Acquisitions Successions and Continuity

3 min read

The Tax Implications of Buying and Selling a Financial Advisory Practice

Anthony Whitbeck: June 30, 2025

First-time buyers and sellers are surprised by the many aspects of buying and selling a financial advisory practice. One of the largest, and...

Practice Acquisitions Successions and Continuity

3 min read

40% of Advisors Set to Retire In the Next 5 Years

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...

Practice Acquisitions Practice Development Successions and Continuity