5 min read
Who Should You Sell Your Practice To?
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
Team Spotlight: Todd Doherty – VP, Acquisition and Legacy Planning
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
2026 Mergers and Acquisitions Trends for Financial Advisors: Analyzing the Opportunities
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.
2 min read
Team Spotlight: John Sullivan – M&A Coach
Nicholas Tucker: June 30, 2025
This blog post is part of a series highlighting Advisor Legacy team members. As M&A Coach, John Sullivan brings over 4 decades of experience in the...
2 min read
Advisors Add Value During Market Volatility
Nicholas Tucker: June 30, 2025
Fluctuating markets fuel uncertainty, fraying the nerves of clients. Although this increases demands on advisors and staff, it’s also an opportunity...
2 min read
The Key Types of Financial Advisor Practice Sales
Todd Doherty: June 30, 2025
When it comes to selling a practice, advisors have many options available to them. Since most advisors are new to the selling game, the options can...
3 min read
Choosing Help for Your Succession
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
When it’s time to sell your practice, you want help from someone you know and trust. Naturally it makes sense to turn to your own broker-dealer...
2 min read
How An Aging Client Base Hurts Your Practice Value (And What to Do About It)
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
40% of Advisors Set to Retire In the Next 5 Years
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...