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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.

2 min read

The Deciding Factor: Why A Seller Won’t Sell Their Practice to You

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...

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2 min read

The Five-Year Myth Among Financial Advisors

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...

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3 min read

The Growing Appeal of Sell and Stay Deals

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...

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2 min read

New Years Resolution – Get a Continuity Plan

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...

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1 min read

Don’t Leave Your Clients High and Dry During Your Succession

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...

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Sell and Stay

8 min read

Sell and Stay: The Succession Planning Strategy for Financial Advisors Who Are Not Ready to Retire

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%...

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2 min read

Committed to the End

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,...

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9 min read

Succession Planning for Financial Advisors: Protect Your Legacy

What happens when the person who helps others prepare for the future hasn’t prepared for their own? Over the next ten years, about 110,000 financial...

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Find a Financial Advisor Practice for Sale

8 min read

How to Find a Financial Advisor Practice for Sale: A Proactive Buyer's Playbook

Why is advisor succession accelerating, and what should buyers do about it?

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2 min read

Successful Advisors Are Cashing in and Making More Time for Family and Fun

A growing trend in the advisor industry is the partial sale of a specific group of clients. The main reason for this trend is that, instead of opting...

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