White Papers and Tip Sheets

In this market update, we we outline how advisor valuations are performing so far in 2023 as well as the state of advisor M&A.

In this white paper, we team up with PPC LOAN to provide a comprehensive guide for founders and nextgen advisors to navigate internal successions.

In this white paper, we outline the ten most important steps you need to take to prepare yourself and your business for a successful transition.

In this white paper, we outline the ten most important steps you need to take to prepare yourself and your business for growth and success through acquisition.

Learn how one practice used a valuation as a tool to help drive up practice value, inform strategy, motivate and engage staff, and improve practice finances.

A buyer and seller share their unique journey toward finding a win-win solution for both parties and how the practice sale evolved.

In this case study, we speak with two advisors who scaled back their practices through strategic client group sales and achieved better work-life balance.

Jonathan Kuttin, of Kuttin Wealth Management, shares his experience and best practices for driving growth through practice acquisitions.

In this white paper, we speak to industry lenders to learn about what options are available and what advisors need to know to prepare for the loan process.

In this white paper, we outline the 10 steps to take to improve your practice profitability and value.

In the 2022 mid year market update, we highlight the state of advisor M&A and how the market has impacted advisor practice valuations.