M&A and Succession

Continuity Planning: Death and Disability

In these uncertain times, many advisors are assessing their practices and their ability to withstand the impact unexpected events. While a global pandemic is not a common event, there are other types of events that can and often do happen to a practice--usually with devastating consequences. Which is why it is critical that you take the time to plan for the unexpected and protect your practice in the event of your death or disability. Without a plan, your clients, staff, and family could suffer in the aftermath.

: Todd Doherty

Impact of Client Composition on Practice Value

Many Ameriprise advisors know not all clients are created equal. However, few really take the time to understand the composition of their client list and the impact client composition has on the value of your Ameriprise practice.

: Anthony Whitbeck

Throwing Good Money After Bad: Low Value Clients

There are many elements that define the success of a practice--the quality of clients, delivery of service, recurring revenue, and more.

: Anthony Whitbeck

The Benefits of Selling within Your B/D or Custodian

Finding the right buyer for your financial advisor practice requires due diligence and clearly defined goals. The right buyer isn’t just the one willing to pay the right price.

: Anthony Whitbeck