2 min read
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
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...
4 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so...
3 min read
Todd Doherty: June 30, 2025
Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a...
1 min read
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Any smart business owner knows that it’s not enough to generate revenue. You also must generate a comfortable profit in order to offset the risks of...
1 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
Over the past several years, advisors have seen the value of their practice steadily grow. As a result, many retiring advisors have enjoyed premiums...
2 min read
Todd Doherty: June 30, 2025
As with any industry, there are many myths that can falsely influence an advisor’s decision about their career and their practice. We’ve talked...
3 min read
Todd Doherty: June 30, 2025
The advisor M&A scene has changed dramatically over the last five years. This change has emerged in tandem with a shift from a concentration in the...
2 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
The New Year is a time for making resolutions and tackling big goals. For financial advisors, one of the best resolutions you can make for your...
