Advisor Successions

07/06/2023

Excited and honored to begin my 1 year journey as President of the Long Island chapter of Entrepreneur Organization (EO). Eonetwork.org. For all my entrepreneurial contacts out there this is a great opportunity to expand personally and professionally. This global network of entrepreneurs has been extremely impactful in helping me take my company to new heights. Giddyup

For belonging, connection, growth opportunities, and learning, EO is a community for entrepreneurs, by entrepreneurs - purpose-built to help individual leaders go farther than they ever thought possible.

06/20/2023

Excited to be recognized by AdvisorHub as one of the top 100 advisors over 1 billion in assets to watch . Thanks to all our clients and team for making this a possibility!

The Advisor AuthorityJune 2023 • Vol. 3 • No. 2

10/15/2020

If you're considering selling your practice in the next 1-5 years this free on demand webinar can help you prepare. Register now. http://ow.ly/61ma50BkYWI

09/21/2020

A phrase we are hearing from senior advisors lately is "taking chips off the table." We discuss what this means for both buyers and sellers. http://www.advisorsuccessions.com/advisors-are-looking-to-take-chips-off-the-table-not-exit-entirely/

For the past few years, experts have been predicting a mass exodus of retiring advisors from the industry. Many of these same experts believed that the pandemic would finally make this mass sell-off finally happen. We speak with advisors daily and we are seeing a different trend entirely. Instead of...

09/10/2020

Curious to see where your practice value stands? Use our free valuation estimator to secure a value range for your practice now http://www.advisorsuccessions.com/valuation/

09/08/2020

If you're considering selling your practice in the next 1-5 years this free on demand webinar can help you prepare. Register now. http://ow.ly/IUHm50BkYWG

09/02/2020

Cultural fit is a key element to a successful acquisition.

The problems behind failed mergers rarely have anything to do with logistics or accounting or meeting sales benchmarks.

01/02/2020

View more than a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

11/29/2019

Valuing financial service firms like banks, insurance companies and investment banks has always been a daunting challenge. And, the market crisis in recent years has elevated the concern to top the list of valuation issues. The two key factors, cash flows and capitalization, are the ones that you face in valuing financial services. Learn how to best valued at: https://buff.ly/32Bw7uX

11/28/2019

Succession planning does not entirely imply retirement and exit. Instead, it’s an imperative effort that safeguards your practice, your assets and more importantly, your clients from unforeseen circumstances.
visit us: https://buff.ly/2rpwICp