11 min read
Anthony Whitbeck: June 30, 2025
Is your RIA prepared for the succession cliff? According to DeVoe, only 42% of firms have written succession plans in 2024—the lowest percentage...
2 min read
Anthony Whitbeck: June 30, 2025
Many advisors find themselves faced with the temptation to handle their internal succession or external practice sale on their own. Whether it’s...
2 min read
Anthony Whitbeck: June 30, 2025
As we discussed in our previous post Four Factors for Fit, there are many factors you must consider as a buyer before signing on the dotted line. The...
2 min read
Anthony Whitbeck: June 30, 2025
As with any industry, there are many myths that can falsely influence an advisor’s decision about their career and their practice. We’ve talked...
3 min read
Anthony Whitbeck: June 30, 2025
The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the...
2 min read
Anthony Whitbeck: June 30, 2025
The New Year is a time for making resolutions and tackling big goals. For financial advisors, one of the best resolutions you can make for your...
1 min read
Anthony Whitbeck: June 30, 2025
Clients are the lifeblood of a financial advisory practice. Yet when it comes time to an advisor’s succession, they often forget to include their...
8 min read
Anthony Whitbeck: June 30, 2025
What if selling your business meant continuing the work you're best at, with stronger support and a clearer path forward? According to Fidelity, 90%...
2 min read
Anthony Whitbeck: June 30, 2025
A successful practice sale doesn’t end when the buyer signs the purchase agreement. It ends when the entire practice, including all of its clients,...
