7 min read
Cultural Alignment in Mergers and Acquisitions: Finding the Right Buyer
Todd Doherty: January 2, 2026
What happens to your firm’s culture when you hand it over?
8 min read
How Overhead Impacts Firm Valuation and What Smart Sellers Do About It
Todd Doherty: December 26, 2025
Are you planning to sell your firm? Here's a reality check you should know: buyers don’t pay for potential, they pay for profit. And the biggest drag...
7 min read
Exit Readiness Checklist for Advisory Firms: What to Fix Before You Sell
Todd Doherty: December 19, 2025
If you’re an RIA owner or advisory firm principal over 55, you’re likely holding more risk than you realize. According to Cerulli Associates,...
10 min read
What Valuation Mistakes Do Sellers Make Before Selling a Practice?
Alan Salomon, CPA/ABV, CVA: December 12, 2025
If you plan to sell your practice, your valuation will either attract buyers or drive them away. Many sellers get this part wrong. They price based...
6 min read
Plan Your Business Exit: The 3–5 Year Timeline That Protects Value
Anthony Whitbeck, CFP®, CLU®: December 5, 2025
Thinking about exiting your business in the next few years? You're already ahead of most owners. But thinking isn't the same as preparing.
6 min read
How to Host Joint Client Meetings During Team Transitions
Nicholas Tucker: November 28, 2025
Handing off client relationships can be one of the most difficult parts of advisor succession. You may worry about who will retain client trust and...
7 min read
How to Build a Post‑Sale Customer Retention Plan That Safeguards Your Earn-Out
Nicholas Tucker: November 21, 2025
You didn’t sell your firm just to watch your earn-out slip through your fingers. But that’s exactly what happens when clients walk after the deal...
7 min read
How to Announce Your Practice Sale and Keep Clients Onboard
Nicholas Tucker: November 14, 2025
Selling your practice is one of the most high-stakes moments of your career. What you say, how you say it, and when you say it will shape what...
5 min read
Financial Due Diligence Checklist: How to Prepare Your Business for Sale
Todd Doherty: November 7, 2025
Exit-prep advisors are only as effective as the financials they help clean up. You can coach a founder through valuation strategy, buyer positioning,...