2 min read
Committed to the End
Nicholas Tucker: June 30, 2025
A successful practice sale doesn’t end when the buyer signs the purchase agreement. It ends when the entire practice, including all of its clients,...
Practice Acquisitions (3)
3 min read
Successful Advisors Are Cashing in and Making More Time for Family and Fun
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
A growing trend in the advisor industry is the partial sale of a specific group of clients. The main reason for this trend is that, instead of opting...
1 min read
Why Advisors Delay Selling Their Practice
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Stories about mergers and acquisitions are dominating the headlines, paired with an equal number of headlines discussing the vast number of advisors...
1 min read
Funding A Financial Advisor Practice Acquisition
Alan Salomon, CPA/ABV, CVA: June 30, 2025
For many advisors looking to grow their practice, acquisitions are an attractive path. The challenge, however, is identifying the best way of funding...
2 min read
Top 4 Factors Besides Price that Make a Practice a Good Fit
Todd Doherty: June 30, 2025
Whether you are buying or selling a financial advisory practice, the whole transaction can feel a lot like dating. You’re looking for someone who is...
3 min read
Biggest Roadblocks to the Sale of a Financial Practice
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The sale of a financial practice is a major event for the owner of the practice who spent years building the practice into a vibrant business....
3 min read
Despite Market Volatility, Practice Values Increasing at Highest Rate in History
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of...
3 min read
Common Mistakes When Buying or Selling a Practice
Todd Doherty: June 30, 2025
Buying or selling a practice can be an exciting event. It can also become a challenging experience if you’re not prepared. Here are some of the most...
2 min read
Can You Afford to Sell Your Advisory Practice
Todd Doherty: June 30, 2025
Many financial advisor practice owners nearing retirement wonder when the right time is to exit. Often, they consider their age, the age of their...