7 min read
Todd Doherty: January 23, 2026
Are you planning to sell your advisory firm or guide a client through one? If so, you’ve probably asked: “Do I really need an M&A advisor or business...
10 min read
Todd Doherty: January 16, 2026
Thinking about selling your advisory firm? You’re not alone. M&A activity in the financial advisory space continues to surge, with valuation...
7 min read
Todd Doherty: January 2, 2026
What happens to your firm’s culture when you hand it over?
8 min read
Todd Doherty: December 26, 2025
Are you planning to sell your firm? Here's a reality check you should know: buyers don’t pay for potential, they pay for profit. And the biggest drag...
7 min read
Todd Doherty: December 19, 2025
If you’re an RIA owner or advisory firm principal over 55, you’re likely holding more risk than you realize. According to Cerulli Associates,...
5 min read
Todd Doherty: November 7, 2025
Exit-prep advisors are only as effective as the financials they help clean up. You can coach a founder through valuation strategy, buyer positioning,...
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3 min read
Todd Doherty: June 30, 2025
Most advisors will only sell a practice once in their lifetime. It’s no wonder then that many advisors are woefully unprepared for that experience....
11 min read
Todd Doherty: June 30, 2025
Why are so many advisors shifting their growth strategy toward acquisitions? Recent research from Cerulli shows that 48% of financial advisors are...
5 min read
Todd Doherty: June 30, 2025
When selling a practice, financial advisors have more options than ever before. Advisors can sell in different stages, or all at once, and have an...
