10 min read
Anthony Whitbeck, CFP®, CLU®: March 18, 2026
NextGen financial advisors are entering a period of unprecedented transition in the wealth management industry. According to InvestmentNews, a...
11 min read
Alan Salomon, CPA/ABV, CVA: March 11, 2026
Internal partner buy-ins are increasingly central to succession strategies in financial advisory firms as founders plan exits and next-generation...
8 min read
Todd Doherty: March 4, 2026
The most successful advisory firm owners spend years quietly wondering if their firm is actually worth what they hope or fear it isn’t. The truth is,...
8 min read
Alan Salomon, CPA/ABV, CVA: February 27, 2026
Your reports may look clean. But if a buyer, lender, or regulator pulled your raw data tomorrow, would it reconcile without explanation?
6 min read
Alan Salomon, CPA/ABV, CVA: February 20, 2026
If you are planning to sell your advisory firm, pursue succession, or explore financing within the next one to three years, preparation will...
9 min read
Anthony Whitbeck, CFP®, CLU®: February 13, 2026
You have pictured the day you sell your advisory practice. The deal closes. The pressure lifts.
7 min read
Anthony Whitbeck, CFP®, CLU®: February 6, 2026
Selling a company is often the largest financial event of a business owner’s life. Yet most exit conversations still revolve around valuation and...
6 min read
Nicholas Tucker: January 30, 2026
Are you preparing to sell your business with a team you want to keep intact? Then you’re already thinking ahead. The moment a sale is in motion, your...
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...
