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.

How to Structure Seller‑Financed Notes

7 min read

How to Structure Seller-Financed Notes: A Step-by-Step Guide for Business Sellers

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: September 26, 2025

Worried the buyer might default after you hand over the keys? You should be.

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Negotiating Non-Compete Terms in Practice Sale

7 min read

Negotiating Non-Compete Terms in a Practice Sale: What Every Seller Should Know

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: September 19, 2025

Thinking about selling your practice? Before you sign, ask yourself: could that non-compete clause cost you your next opportunity, your income, or...

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All-Cash vs Hybrid Deals When Selling

5 min read

All-Cash vs Hybrid Deals When Selling a Business: Which Structure Works Best?

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: September 12, 2025

In today’s M&A environment, how a deal is structured often matters more than its headline price. Credit is tight. Interest rates are high. Dealmakers...

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Earn-Out Agreements for Financial Advisors

7 min read

Earn-Out Agreements for Financial Advisors: How to Structure Deals and Allocate Risk

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: September 5, 2025

Struggling to close deals when buyers and sellers won’t agree on value? You’re in good company. As of 2023, about 26 percent of private company...

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Selling a Financial Advisory Practice

11 min read

Selling a Financial Advisory Practice: How to Maximize Value

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: September 4, 2025

If you’re preparing to put your financial advisor practice for sale, knowing how to structure the deal, value the practice, and transition clients...

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Tax Implications of Buying and Selling Financial Advisory

5 min read

Tax Implications of Selling a Financial Advisor Book of Business

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: September 4, 2025

Selling a financial advisory practice — or a financial planning practice — involves more than simply agreeing on a price and signing documents. One...

Practice Acquisitions Successions and Continuity
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4 min read

LPL’s Commonwealth Acquisition: What Advisors Near Retirement Should Know

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: September 2, 2025

The Shockwaves of Consolidation In wealth management, consolidation is often framed as progress. Announcements speak of efficiency, synergy, and...

Successions and Continuity
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Buyer Types For Advisory Firm Sale

6 min read

Buyer Types for Advisory Firm Sale: How to Find the Right Fit

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: August 29, 2025

When you’re evaluating offers to sell your advisory firm, are you also asking yourself how well your buyer will protect your client relationships and...

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How to value a financial advisory practice

6 min read

How to Value a Financial Advisory Practice

Picture of Anthony Whitbeck, CFP®, CLU® Anthony Whitbeck, CFP®, CLU®: August 19, 2025

For decades, you’ve dedicated yourself to building a successful financial advisory practice, guiding clients toward their financial goals. Now, as...

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