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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.

11 min read

Buying a Book of Business: Insights from a Top Financial Advisor

What’s the fastest way for a financial advisor to double their client base, without spending years prospecting?

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2 min read

Top 4 Factors Besides Price that Make a Practice a Good Fit

Whether you are buying or selling a financial advisory practice, the whole transaction can feel a lot like dating. You’re looking for someone who is...

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Financial Advisor Practice Valuation Calculator

10 min read

How to Get More Value from a Financial Advisor Practice Valuation Calculator

Is your advisory practice valuation grounded in data or outdated assumptions?

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3 min read

Biggest Roadblocks to the Sale of a Financial Practice

The sale of a financial practice is a major event for the owner of the practice who spent years building the practice into a vibrant business....

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