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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...
11 min read
Anthony Whitbeck, CFP®, CLU®: September 4, 2025
If you’re preparing to put your financial advisor practice for sale, knowing how to structure the deal, value the practice, and transition clients...
5 min read
Anthony Whitbeck, CFP®, CLU®: September 4, 2025
Selling a financial advisory practice — or a financial planning practice — involves more than simply agreeing on a price and signing documents. One...
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4 min read
Anthony Whitbeck, CFP®, CLU®: September 2, 2025
The Shockwaves of Consolidation In wealth management, consolidation is often framed as progress. Announcements speak of efficiency, synergy, and...
6 min read
Anthony Whitbeck, CFP®, CLU®: August 29, 2025
When you’re evaluating offers to sell your advisory firm, are you also asking yourself how well your buyer will protect your client relationships and...
