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...
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3 min read
Todd Doherty: June 30, 2025
Most advisors will only sell a practice once in their lifetime. It’s no wonder then that many advisors are woefully unprepared for that experience....
2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...
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...
