6 min read
Anthony Whitbeck, CFP®, CLU®: June 15, 2026
As a financial advisor, you've spent years building your practice and nurturing client relationships. But when the time comes to think about a...
11 min read
Todd Doherty: June 11, 2026
Selling a financial advisory practice typically takes 6 to 24 months, depending on factors such as valuation readiness, buyer demand, deal structure,...
11 min read
Todd Doherty: June 4, 2026
Recurring revenue quality is one of the most important factors affecting valuation in an advisory firm acquisition. While total revenue often...
13 min read
Nicholas Tucker: May 26, 2026
Reducing owner dependency increases RIA sale value because buyers pay for transferable entities and scalable cash flows that don't collapse when the...
18 min read
Nicholas Tucker: May 19, 2026
Communicating an advisory firm sale to clients should never wait until after the deal closes. A staged, proactive communication plan builds trust,...
11 min read
Todd Doherty: May 12, 2026
Preparing your advisory firm for buyer due diligence requires assembling clean financial statements, organizing operational records, documenting...
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...
