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3 min read
Todd Doherty: 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
Alan Salomon, CPA/ABV, CVA: 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
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
Nicholas Tucker: 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
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...
