1 min read
Todd Doherty: June 30, 2025
Over the past several years, advisors have seen the value of their practice steadily grow. As a result, many retiring advisors have enjoyed premiums...
3 min read
Todd Doherty: June 30, 2025
In these uncertain times, many advisors are assessing their practices and their ability to withstand the impact unexpected events. While a global...
2 min read
Todd Doherty: June 30, 2025
No matter what stage of development your practice is in, its critical to know the true value of your business. A valuation is essential for securing...
3 min read
Todd Doherty: June 30, 2025
Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of...
2 min read
Todd Doherty: June 30, 2025
As the industry speeds toward the Great Wealth Transfer, many financial advisory practices will see a rapid decline in AUM, with revenue and practice...
2 min read
Todd Doherty: June 30, 2025
For advisors over sixty, delaying the sale of your practice can have significant financial and personal ramifications, especially if you are already...
2 min read
Todd Doherty: June 30, 2025
Recently we talked about how important it is to communicate succession plans to clients before and during your actual transition. So often, advisors...
2 min read
Todd Doherty: June 30, 2025
Many advisors look at traditional marketing techniques as key strategies for driving growth. Yet there is one powerful strategy that many advisors...
2 min read
Todd Doherty: June 30, 2025
Many financial advisor practice owners nearing retirement wonder when the right time is to exit. Often, they consider their age, the age of their...
2 min read
Todd Doherty: June 30, 2025
In our last post, we explained the many personal reasons advisors use to delay selling. Advisors also cite assumptions about their practice value and...
