10 min read
Alan Salomon, CPA/ABV, CVA: June 18, 2026
Advisory firm buyers do not value every firm the same way. Some focus primarily on revenue multiples, while others rely on EBITDA multiples to assess...
11 min read
Todd Doherty: June 11, 2026
Selling a financial advisory practice typically takes 6 to 24 months, depending on factors such as valuation readiness, buyer demand, deal structure,...
11 min read
Todd Doherty: June 4, 2026
Recurring revenue quality is one of the most important factors affecting valuation in an advisory firm acquisition. While total revenue often...
5 min read
Anthony Whitbeck, CFP®, CLU®: September 4, 2025
Selling a financial advisory practice — or a financial planning practice — involves more than simply agreeing on a price and signing documents. One...
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...
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...
5 min read
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...
