2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
This blog post is part of a series highlighting Advisor Legacy team members. As Vice President of our Acquisition and Legacy Planning services, Todd...
7 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Why are deal values rising while the number of M&A transactions is falling?
2 min read
Nicholas Tucker: June 30, 2025
This blog post is part of a series highlighting Advisor Legacy team members. As M&A Coach, John Sullivan brings over 4 decades of experience in the...
2 min read
Nicholas Tucker: June 30, 2025
Fluctuating markets fuel uncertainty, fraying the nerves of clients. Although this increases demands on advisors and staff, it’s also an opportunity...
2 min read
Todd Doherty: June 30, 2025
When it comes to selling a practice, advisors have many options available to them. Since most advisors are new to the selling game, the options can...
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
When it’s time to sell your practice, you want help from someone you know and trust. Naturally it makes sense to turn to your own broker-dealer...
2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
As you near the point of finally exiting your practice, either through internal succession or outside sale, one of your main goals becomes maximizing...
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The financial advisor industry is rapidly approaching the crest of its retirement wave, yet many advisors nearing retirement don’t have a succession...
4 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so...
