4 min read
Anthony Whitbeck: June 30, 2025
The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale...
2 min read
Todd Doherty: June 30, 2025
Many advisors with 30 plus years of service under their belt approach the last phase of their career in pretty much the same fashion. They take their...
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
Anthony Whitbeck: June 30, 2025
For most owners of a Financial Advisor practice, you only sell your practice once. As a once in a lifetime deal, you’ll want to do it right. Doing it...
3 min read
Anthony Whitbeck: June 30, 2025
Most advisors will only sell a practice once in their lifetime. It’s no wonder then that many advisors are woefully unprepared for that experience....
2 min read
Todd Doherty: June 30, 2025
Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...
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
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
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
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...
