4 min read
Shennandoah Connor: June 30, 2025
The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale...
2 min read
Shennandoah Connor: June 30, 2025
For most owners of a Financial Advisor practice, you only sell your practice once. As a once in a lifetime deal, you’ll want to do it right. Doing it...
1 min read
Shennandoah Connor: June 30, 2025
We often say that buying or selling a practice is a lot like dating. Just like finding the perfect partner, finding the perfect book of business...
2 min read
Shennandoah Connor: June 30, 2025
This blog post is part of a series highlighting Advisor Legacy team members. As Vice President of our Acquisition and Legacy Planning services, Todd...
2 min read
Shennandoah Connor: June 30, 2025
This blog post is part of a series highlighting Advisor Legacy team members. As M&A Coach, John Sullivan brings over 4 decades of experience in the...
3 min read
Shennandoah Connor: June 30, 2025
When it’s time to sell your practice, you want help from someone you know and trust. Naturally it makes sense to turn to your own broker-dealer...
3 min read
Shennandoah Connor: June 30, 2025
First-time buyers and sellers are surprised by the many aspects of buying and selling a financial advisory practice. One of the largest, and...
3 min read
Shennandoah Connor: June 30, 2025
Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a...
2 min read
Shennandoah Connor: 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...
3 min read
Shennandoah Connor: 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...
