14 min read
Anthony Whitbeck, CFP®, CLU®: May 5, 2026
Most financial advisors who sell their practice make at least one costly mistake, and many make several. The most damaging include waiting too long...
19 min read
Alan Salomon, CPA/ABV, CVA: April 28, 2026
A certified business appraisal becomes important when the value of an advisory firm must be reviewed by a third party. Attorneys, CPAs, courts,...
13 min read
Todd Doherty: April 21, 2026
Broker-dealer networks face a growing succession challenge. Advisors need practice valuations for succession planning, M&A conversations, liquidity...
19 min read
Alan Salomon, CPA/ABV, CVA: April 14, 2026
Most financing requests stall because the valuation report doesn't answer the questions lenders actually ask. A practice might be worth $2 million,...
13 min read
Alan Salomon, CPA/ABV, CVA: April 7, 2026
Two advisory firms can generate the same annual revenue and still produce different valuation outcomes. The reason often comes down to revenue mix:...
10 min read
Todd Doherty: March 25, 2026
Earnouts have become a defining feature of advisory M&A, with recent industry data showing that 18% of private target acquisitions in the latest...
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,...
