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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
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
Alan Salomon, CPA/ABV, CVA: June 30, 2025
Many factors impact the sale of a financial advisor practice. Valuations influence the market value and ultimate sale price. The pool of ready buyers...
5 min read
Todd Doherty: June 30, 2025
When selling a practice, financial advisors have more options than ever before. Advisors can sell in different stages, or all at once, and have an...
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
Todd Doherty: June 30, 2025
When it comes to selling a practice, advisors have many options available to them. Since most advisors are new to the selling game, the options can...
3 min read
Anthony Whitbeck, CFP®, CLU®: June 30, 2025
When it’s time to sell your practice, you want help from someone you know and trust. Naturally it makes sense to turn to your own broker-dealer...
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...
