11 min read
Anthony Whitbeck: June 30, 2025
What is a business succession planning service, and why is it every firm’s safety net? Only 34% of privately held businesses have a formal succession...
2 min read
Todd Doherty: June 30, 2025
When financial advisors think of valuations, they often think of them in relation to mergers and acquisitions. But valuations are useful for more...
2 min read
Anthony Whitbeck: June 30, 2025
Many factors impact the sale of a financial advisor practice. Valuations influence the market value and ultimate sale price. The pool of ready buyers...
1 min read
Anthony Whitbeck: June 30, 2025
We often say that buying or selling a practice is a lot like dating. Just like finding the perfect partner, finding the perfect book of business...
11 min read
Anthony Whitbeck: 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
Anthony Whitbeck: 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
This blog post is part of a series highlighting Advisor Legacy team members. As Vice President of our Acquisition and Legacy Planning services, Todd...
7 min read
Anthony Whitbeck: June 30, 2025
Why are deal values rising while the number of M&A transactions is falling?
2 min read
Anthony Whitbeck: June 30, 2025
This blog post is part of a series highlighting Advisor Legacy team members. As M&A Coach, John Sullivan brings over 4 decades of experience in the...
