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,...
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...
