Sell & Stay
Monetize Practice Equity Ahead Of Your Retirement
Recorded Live 8/07/2025 at 1PM EST
Nearly half of advisors are expected to retire in the next 5 years, which will saturate the market for acquisitions and put monetization of equity at risk for advisors who wait too long to sell. Advisors can cash in on their equity ahead of this trend - without having to retire from the work they love to do. If you are one of the many advisors delaying selling, this webinar is both a wake up call and a guide to help you make smart decisions now to protect your equity and your future.
In this webinar recording you will learn:
- The risks of waiting till you want to retire to sell your practice
- How a "sell and stay" approach helps you mitigate those risks as well as ensure a smoother transition for your practice
- The three most common types of sell and stay deals and why you should take action now
- Resources to help you plan your sell and stay strategy
Those who register received a recording of the webinar and resources following the event.
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Tony Whitbeck, CEO
Anthony “Tony” Whitbeck, CFP, CLU, serves as the CEO of Advisor Legacy and as an M&A Coach guiding advisors through the process of buying or selling a practice. A 30+ year veteran of the industry, Tony’s experience, industry knowledge, connections with broker dealers, and track record for successful deals make him a powerhouse ally for financial advisors. Tony is especially adept at deal negotiation and structuring, navigating complex transitions, as well as helping advisors define and craft a compelling vision for their succession.

Todd Doherty, Vice President
Todd Doherty serves as Vice President for Advisor Legacy, where he helps advisors navigate the entire M&A process from start to finish. With over 15 years of senior leadership experience in financial advisor firms, Doherty knows first-hand what it takes to grow a successful practice. His specialties include growing practice value, succession and acquisition strategy and planning, business valuation analysis, and operations. Doherty works closely with his team to help advisors make smart decisions and successfully execute practice sales and acquisitions.
