8 min read
Anthony Whitbeck, CFP®, CLU®: October 24, 2025
Financial advisors evaluating a succession plan often ask a simple question with complex implications: Which firm should we trust to guide a smooth...
6 min read
Anthony Whitbeck, CFP®, CLU®: October 10, 2025
Have you ever asked yourself, “Is now the right time to sell my advisory practice?” You are not alone. Many advisors postpone this decision until...
.png?width=1080&height=1080&name=AL-Blog%20featured%20image%20(1).png)
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...
