5 min read
Anthony Whitbeck, CFP®, CLU®: October 24, 2025
The M&A landscape in financial services isn’t slowing down. It’s evolving. Fast. As of mid-2025, deal values in the sector have surged by 15%...
5 min read
Anthony Whitbeck, CFP®, CLU®: October 24, 2025
Preparing your advisory firm for sale means facing due diligence, and minimizing surprise red flags is critical. A compliance audit in this context...
8 min read
Anthony Whitbeck, CFP®, CLU®: October 24, 2025
Financial advisors evaluating a succession plan often ask a simple question with complex implications: Which firm should we trust to guide a smooth...
6 min read
Anthony Whitbeck, CFP®, CLU®: October 10, 2025
Have you ever asked yourself, “Is now the right time to sell my advisory practice?” You are not alone. Many advisors postpone this decision until...
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5 min read
Anthony Whitbeck, CFP®, CLU®: October 3, 2025
Are you preparing to sell your financial advisory practice? If so, how you plan for taxes may determine whether you maximize your payout or give up a...
7 min read
Anthony Whitbeck, CFP®, CLU®: September 26, 2025
Worried the buyer might default after you hand over the keys? You should be.
7 min read
Anthony Whitbeck, CFP®, CLU®: September 19, 2025
Thinking about selling your practice? Before you sign, ask yourself: could that non-compete clause cost you your next opportunity, your income, or...
5 min read
Anthony Whitbeck, CFP®, CLU®: September 12, 2025
In today’s M&A environment, how a deal is structured often matters more than its headline price. Credit is tight. Interest rates are high. Dealmakers...
7 min read
Anthony Whitbeck, CFP®, CLU®: September 5, 2025
Struggling to close deals when buyers and sellers won’t agree on value? You’re in good company. As of 2023, about 26 percent of private company...
