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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...
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
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
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
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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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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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
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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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,...
9 min read
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...
8 min read
Why is advisor succession accelerating, and what should buyers do about it?
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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...