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...
6 min read
Anthony Whitbeck, CFP®, CLU®: January 9, 2026
Thinking about selling your business? You’re likely facing the same question many owners do: What kind of buyer should I sell to? Financial and...
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,...
10 min read
Alan Salomon, CPA/ABV, CVA: December 12, 2025
If you plan to sell your practice, your valuation will either attract buyers or drive them away. Many sellers get this part wrong. They price based...
6 min read
Anthony Whitbeck, CFP®, CLU®: December 5, 2025
Thinking about exiting your business in the next few years? You're already ahead of most owners. But thinking isn't the same as preparing.
6 min read
Nicholas Tucker: November 28, 2025
Handing off client relationships can be one of the most difficult parts of advisor succession. You may worry about who will retain client trust and...
