2 min read
Todd Doherty: June 30, 2025
Many advisors with 30 plus years of service under their belt approach the last phase of their career in pretty much the same fashion. They take their...
1 min read
Todd Doherty: June 30, 2025
Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...
2 min read
Todd Doherty: June 30, 2025
Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...
2 min read
Todd Doherty: June 30, 2025
When financial advisors think of valuations, they often think of them in relation to mergers and acquisitions. But valuations are useful for more...
2 min read
Todd Doherty: 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
Todd Doherty: June 30, 2025
When it comes to selling a practice, advisors have many options available to them. Since most advisors are new to the selling game, the options can...
2 min read
Todd Doherty: June 30, 2025
As you near the point of finally exiting your practice, either through internal succession or outside sale, one of your main goals becomes maximizing...
4 min read
Todd Doherty: June 30, 2025
You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so...
4 min read
Todd Doherty: June 30, 2025
The decision to sell your practice can weigh heavy on you. Often, many questions plague your mind. Will you sell to the advisor you know down the...
1 min read
Todd Doherty: June 30, 2025
Any smart business owner knows that it’s not enough to generate revenue. You also must generate a comfortable profit in order to offset the risks of...
