3 min read
Choosing Help for Your Succession
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
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
First-time buyers and sellers are surprised by the many aspects of buying and selling a financial advisory practice. One of the largest, and...
3 min read
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
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
Over the last five years, the demand for practice acquisitions has skyrocketed. This increase in demand is fueled by greater access to capital, a...
2 min read
Many advisors find themselves faced with the temptation to handle their internal succession or external practice sale on their own. Whether it’s...
4 min read
The decision to sell your practice can weigh heavy on you. Often, many questions plague your mind. Will you sell to the advisor you know down the...
1 min read
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
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
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...