10 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
What happens to your firm if you're not there tomorrow? According to Harvard Business Review, a staggering 54% of board members report that their...
11 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
What is a business succession planning service, and why is it every firm’s safety net? Only 34% of privately held businesses have a formal succession...
2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
When financial advisors think of valuations, they often think of them in relation to mergers and acquisitions. But valuations are useful for more...
2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Many factors impact the sale of a financial advisor practice. Valuations influence the market value and ultimate sale price. The pool of ready buyers...
1 min read
Nicholas Tucker: June 30, 2025
We often say that buying or selling a practice is a lot like dating. Just like finding the perfect partner, finding the perfect book of business...
11 min read
Todd Doherty: June 30, 2025
Why are so many advisors shifting their growth strategy toward acquisitions? Recent research from Cerulli shows that 48% of financial advisors are...
5 min read
Todd Doherty: June 30, 2025
When selling a practice, financial advisors have more options than ever before. Advisors can sell in different stages, or all at once, and have an...
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...
4 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
If 2024 was a year of caution and 2025 was a year of realignment, 2026 is poised to be the year of acceleration.
