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Top 5 Reasons Financial Advisors Are Reluctant To Plan For Retirement
In this white paper, we present a comprehensive overview of the top five reasons why financial advisors often hesitate to create a robust retirement plan for themselves.
Sell and Stay: How To Monetize Practice Equity Ahead of Your Retirement
In this white paper we give you resources on selling and guide you to help make smart decisions now to protect your equity and your future.
Practice Sale Multiples: Separating Fact From Fiction
In this white paper we will separate fact from fiction around practice sale multiples and what buyers and sellers should expect when negotiating deals.
Financial Advisor Practice Valuations
In this market update, we outline how advisor valuations are performing so far in 2023 as well as the state of advisor M&A.
Creating A Path To Ownership
In this white paper, we team up with PPC LOAN to provide a comprehensive guide for founders and nextgen advisors to navigate internal successions.
10 Steps To Prepare Your Practice For Sale
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.
10 Steps Before You Buy A Practice
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.
Driving Practice Value
How McKinley Carter Wealth Services Uses Valuation to Strengthen Cash Flow, Inform Practice Strategy, and Grow Practice Value
From Challenge to Opportunity
A buyer and seller share their unique journey toward finding a win-win solution for both parties and how the practice sale evolved.