7 min read
Anthony Whitbeck, CFP®, CLU®: August 8, 2025
Succession planning is no longer optional. It is a business imperative. As of mid-2025, 94% of firm owners nearing retirement lack a fully documented...
6 min read
Anthony Whitbeck, CFP®, CLU®: August 1, 2025
Are you feeling stretched thin? Serving more clients, juggling paperwork, and chasing growth while trying to keep client satisfaction high? You’re...
4 min read
Anthony Whitbeck, CFP®, CLU®: July 25, 2025
For growth-minded financial advisors, a business model heavily reliant on Assets Under Management (AUM) fees can feel like riding a rollercoaster....
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5 min read
Anthony Whitbeck, CFP®, CLU®: July 18, 2025
For financial advisors nearing the exit stage of their careers, a high client retention rate is a primary driver of their practice's valuation....
4 min read
Nicholas Tucker: June 30, 2025
The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale...
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2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Many advisors with 30 plus years of service under their belt approach the last phase of their career in pretty much the same fashion. They take their...
1 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...
9 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
What kind of buyer will protect the financial advisory business you built and pay what your book of business is worth? Nearly 40% of financial...
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
For most owners of a Financial Advisor practice, you only sell your practice once. As a once in a lifetime deal, you’ll want to do it right. Doing it...
