9 min read
How to Know If You’re Emotionally Ready to Sell Your Advisory Practice
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
The Strategic Exit: Turning a Business Sale Into a Legacy Event
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
Key Employee Retention During a Business Sale: What Smart Sellers Get Right
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
How to Choose the Right M&A Advisor or Broker to Sell Your Business
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...
10 min read
Selling an Advisory Firm? Leverage Marketplaces to Maximize Buyer Reach
Todd Doherty: January 16, 2026
Thinking about selling your advisory firm? You’re not alone. M&A activity in the financial advisory space continues to surge, with valuation...
6 min read
Financial Buyer vs Strategic Buyer: How the Right Choice Impacts Your Exit
Anthony Whitbeck, CFP®, CLU®: January 9, 2026
Thinking about selling your business? You’re likely facing the same question many owners do: What kind of buyer should I sell to? Financial and...
7 min read
Cultural Alignment in Mergers and Acquisitions: Finding the Right Buyer
Todd Doherty: January 2, 2026
What happens to your firm’s culture when you hand it over?
8 min read
How Overhead Impacts Firm Valuation and What Smart Sellers Do About It
Todd Doherty: December 26, 2025
Are you planning to sell your firm? Here's a reality check you should know: buyers don’t pay for potential, they pay for profit. And the biggest drag...
7 min read
Exit Readiness Checklist for Advisory Firms: What to Fix Before You Sell
Todd Doherty: December 19, 2025
If you’re an RIA owner or advisory firm principal over 55, you’re likely holding more risk than you realize. According to Cerulli Associates,...