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Negotiating Non-Compete Terms in a Practice Sale: What Every Seller Should Know

Written by September 19, 2025
Picture of Anthony Whitbeck, CFP®, CLU®
Anthony Whitbeck, CFP®, CLU®

Anthony "Tony" Whitbeck, CFP®, CLU®, is CEO and Owner of Advisor Legacy. He began his career as a financial advisor in 1989 and later shifted to coaching, where he’s guided more than two hundred advisory practices through growth, valuation, and succession. Tony leads Advisor Legacy’s certified third-party valuation engagements and coordinates lending and legal partners to streamline transactions. His articles focus on building transferable enterprise value, mapping internal vs. external exits, a...

 
What’s Slowing Your Advisory Firm Down? How to Find the Real Bottlenecks

What’s Slowing Your Advisory Firm Down? How to Find the Real Bottlenecks

Operational bottlenecks in a financial advisory firm are recurring points where work slows, gets repeated, waits for approval, or depends too heavily...

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Why Financial Advisory Firms Hit a Growth Plateau and How to Find the Real Constraint

Why Financial Advisory Firms Hit a Growth Plateau and How to Find the Real Constraint

A financial advisor growth plateau usually means the firm has reached a constraint somewhere in its growth system. The issue may be pipeline, but it...

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Financial Advisor Coaching vs. Consulting: Which Kind of Help Does Your Practice Need?

Financial Advisor Coaching vs. Consulting: Which Kind of Help Does Your Practice Need?

Financial advisor coaching and consulting solve different problems. Consulting is generally the better fit when a firm needs diagnosis, specialized...

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