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...
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...
3 min read
Todd Doherty: 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
Todd Doherty: June 30, 2025
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
Todd Doherty: 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...
