4 min read
Anthony Whitbeck, CFP®, CLU®: 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
Alan Salomon, CPA/ABV, CVA: 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...
1 min read
Anthony Whitbeck, CFP®, CLU®: 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...
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...
2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The New Year is a time for making resolutions and tackling big goals. For financial advisors, one of the best resolutions you can make for your...
2 min read
Nicholas Tucker: June 30, 2025
Clients are the lifeblood of a financial advisory practice. Yet when it comes time to an advisor’s succession, they often forget to include their...
8 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
What if selling your business meant continuing the work you're best at, with stronger support and a clearer path forward? According to Fidelity, 90%...
2 min read
Nicholas Tucker: June 30, 2025
A successful practice sale doesn’t end when the buyer signs the purchase agreement. It ends when the entire practice, including all of its clients,...
