1 min read
Todd Doherty: 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
Todd Doherty: 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
Anthony Whitbeck: 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
Shennandoah Connor: 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
Anthony Whitbeck: 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
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
Shennandoah Connor: 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
Todd Doherty: 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
Shennandoah Connor: June 30, 2025
First-time buyers and sellers are surprised by the many aspects of buying and selling a financial advisory practice. One of the largest, and...
3 min read
Anthony Whitbeck: 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...
