9 min read
Anthony Whitbeck, CFP®, CLU®: July 21, 2026
Many financial advisors view internal succession as the ideal way to transition their business. It preserves client relationships, protects the...
11 min read
Todd Doherty: July 7, 2026
Retaining staff during an advisory firm acquisition is one of the most important factors in determining whether a transaction succeeds after closing....
12 min read
Anthony Whitbeck, CFP®, CLU®: June 25, 2026
The right time to sell your financial advisory practice is when your business value, personal readiness, client relationships, succession plan, and...
11 min read
Todd Doherty: June 11, 2026
Selling a financial advisory practice typically takes 6 to 24 months, depending on factors such as valuation readiness, buyer demand, deal structure,...
5 min read
Anthony Whitbeck, CFP®, CLU®: September 4, 2025
Selling a financial advisory practice — or a financial planning practice — involves more than simply agreeing on a price and signing documents. One...
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4 min read
Anthony Whitbeck, CFP®, CLU®: September 2, 2025
The Shockwaves of Consolidation In wealth management, consolidation is often framed as progress. Announcements speak of efficiency, synergy, and...
4 min read
Nicholas Tucker: 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...
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2 min read
Anthony Whitbeck, CFP®, CLU®: 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
Alan Salomon, CPA/ABV, CVA: 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...
