2 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
As you near the point of finally exiting your practice, either through internal succession or outside sale, one of your main goals becomes maximizing...
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The financial advisor industry is rapidly approaching the crest of its retirement wave, yet many advisors nearing retirement don’t have a succession...
4 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so...
3 min read
Todd Doherty: June 30, 2025
Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a...
11 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Is your RIA prepared for the succession cliff? According to DeVoe, only 42% of firms have written succession plans in 2024—the lowest percentage...
2 min read
Nicholas Tucker: June 30, 2025
Many advisors find themselves faced with the temptation to handle their internal succession or external practice sale on their own. Whether it’s...
2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
As we discussed in our previous post Four Factors for Fit, there are many factors you must consider as a buyer before signing on the dotted line. The...
4 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The decision to sell your practice can weigh heavy on you. Often, many questions plague your mind. Will you sell to the advisor you know down the...
1 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Any smart business owner knows that it’s not enough to generate revenue. You also must generate a comfortable profit in order to offset the risks of...
