10 min read
Anthony Whitbeck: June 30, 2025
Is your advisory practice valuation grounded in data or outdated assumptions?
2 min read
Shennandoah Connor: June 30, 2025
As a Valuation Coach, Travis Liedke combines a passion for analytics and problem solving with his passion for helping advisors. Travis joined the...
1 min read
Shennandoah Connor: June 30, 2025
A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group....
3 min read
Anthony Whitbeck: June 30, 2025
The sale of a financial practice is a major event for the owner of the practice who spent years building the practice into a vibrant business....
3 min read
Todd Doherty: June 30, 2025
Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of...
2 min read
Shennandoah Connor: June 30, 2025
Client demands and the stress of managing change leading advisors to sell their practice early. Why it matters: Instead of selling on their own...
3 min read
Shennandoah Connor: June 30, 2025
Buying or selling a practice can be an exciting event. It can also become a challenging experience if you’re not prepared. Here are some of the most...
2 min read
Todd Doherty: June 30, 2025
As the industry speeds toward the Great Wealth Transfer, many financial advisory practices will see a rapid decline in AUM, with revenue and practice...
2 min read
Todd Doherty: June 30, 2025
For advisors over sixty, delaying the sale of your practice can have significant financial and personal ramifications, especially if you are already...
2 min read
Todd Doherty: June 30, 2025
Recently we talked about how important it is to communicate succession plans to clients before and during your actual transition. So often, advisors...
