Articles

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113 articles in this collection
Written by Aryanna Grunwald and Evee Walker

Why a Discounted Cash Flow Valuation is a More Accurate Measure for Valuing Your Practice

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Written by Evee Walker
Updated over a week ago

The Errors Most Likely to Slow Down or Ruin M&A Activity

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Written by Evee Walker
Updated over a week ago

Using Valuations To Manage Your Practice

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Written by Evee Walker
Updated over a week ago

The Biggest Reason Mergers Fail - and How to Avoid It

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Written by Aryanna Grunwald
Updated over a week ago

The Practical Math of Succession

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Written by Aryanna Grunwald
Updated over a week ago

What to Include in your Succession Link Profile and Why

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Written by Aryanna Grunwald
Updated over a week ago

Acquisitions: Be The Best Buyer

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Written by Evee Walker
Updated over a week ago

Quantum Growth Via Acquisition

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Written by Evee Walker
Updated over a week ago

Preparing Your Company for a Transition

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Written by Evee Walker
Updated over a week ago

Tough But Important Conversations You Need to Have With a New Buyer for Your Business

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Written by Evee Walker
Updated over a week ago

No Succession Plan? Why Smaller Firms Are At Risk

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Written by Evee Walker
Updated over a week ago

Is Diversity the Key to the Succession Plan Challenge?

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Written by Evee Walker
Updated over a week ago

Key Elements Needed for a Successful Merger or Acquisition

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Written by Evee Walker
Updated over a week ago

How to Prepare Your Business for an Acquisition

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Written by Evee Walker
Updated over a week ago

How to Thrive in an Advisory Role After Selling Your Business

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Written by Evee Walker
Updated over a week ago

Due Diligence, the Decisive Data Points

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Written by Aryanna Grunwald
Updated over a week ago

2017 SL Acquisition Report

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Written by Evee Walker
Updated over a week ago

Developing a Client Retention Strategy After a Merger or Acquisition

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Written by Evee Walker
Updated over a week ago

How To Choose From a Pool of Qualified Buyers – What to Look for in Finding the Best Match When Selling Your Business

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Written by Evee Walker
Updated over a week ago

Keys to Making your Business Sale or Purchase Seamless

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Written by Evee Walker
Updated over a week ago

Ramping up on a New Acquisition – What You Need to Know

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Written by Evee Walker
Updated over a week ago

What Can You Expect During a Merger?

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Written by Evee Walker
Updated over a week ago

Why Choose a B2B Matching Platform for Sales/Acquisitions?

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Written by Evee Walker
Updated over a week ago
Financial Advisor

What Happens After a Sale?

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Written by Aryanna Grunwald
Updated over a week ago

Assemble a Team of Professionals to Help Sell Your Financial Planning Firm

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Written by Evee Walker
Updated over a week ago

Succession Planning Tips for Financial Advisors

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Written by Evee Walker
Updated over a week ago

Selling Your Financial Services Firm? Get Your Documents in Order

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Written by Evee Walker
Updated over a week ago

Tax Implications When Buying or Selling an Advisory Practice

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Written by Evee Walker
Updated over a week ago

Discover Why Succession Planning isn’t Usually Marriage at First Sight

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Written by Evee Walker
Updated over a week ago

Finding the Right Buyer

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Written by Evee Walker
Updated over a week ago

Common Succession Planning Mistakes for Financial Advisors

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Written by Evee Walker
Updated over a week ago

Three Deal Kills You Need to be Aware of When Selling Your Business

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Written by Evee Walker
Updated over a week ago

Understanding “Deal” Terminology When Buying a Financial Advisory Practice

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Written by Evee Walker
Updated over a week ago

Keeping Emotions From Undermining The Sale Of Your Financial Advisory Practice

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Written by Evee Walker
Updated over a week ago

Top 10 Seller's Markets for Exiting Advisors

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Written by Evee Walker
Updated over a week ago

How To Win The Deal: Financing Your Acquisition in a Competitive Market

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Written by Evee Walker
Updated over a week ago

Should You Buy a Financial Advisory Firm?

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Written by Evee Walker
Updated over a week ago

How to Determine Payment Terms When Buying or Selling a Financial Planning Firm

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Written by Evee Walker
Updated over a week ago

Deal Financing for Financial Advisor Succession Plans

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Written by Evee Walker
Updated over a week ago

Why Advisors Avoid Succession Planning

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Written by Evee Walker
Updated over a week ago

Buying a Financial Service Practice?

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Written by Evee Walker
Updated this week

4 Key Drivers of RIA Merger Transactions

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Written by Evee Walker
Updated over a week ago

Top Five Tips on Purchasing a Financial Advisory Practice

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Written by Evee Walker
Updated over a week ago

Things You Should Know when Buying a Financial Practice

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Written by Evee Walker
Updated over a week ago

Success Story– LPL Financial Advisor finds a Legacy Plan Through Succession Link

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Written by Evee Walker
Updated over a week ago

How Succession Planning Can Increase the Value of Your Financial Firm

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Written by Evee Walker
Updated over a week ago

The Role of Succession Planning when Merging Your Financial Planning Firm

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Written by Evee Walker
Updated over a week ago

Pitfalls to Avoid when Merging Your Financial Advisory Firm

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Written by Evee Walker
Updated over a week ago

Before Buying a Financial Planning Firm Understand the Company Culture

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Written by Evee Walker
Updated over a week ago

Five Emotions You Might Go Through when Merging with Another Financial Planning Firm

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Written by Evee Walker
Updated over a week ago

Why Buying a Financial Practice is a Great Way for an Advisor to Grow

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Written by Evee Walker
Updated over a week ago

Assessing a Merge of a Financial Advisory Practice: Is the Whole Greater than the Sum of the Parts?

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Written by Evee Walker
Updated over a week ago

Best Practices in Investment Advisory Partnerships

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Written by Evee Walker
Updated over a week ago

RIA’s: When is it Time to Sell Up?

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Written by Evee Walker
Updated over a week ago

Merging Financial Planning Firms

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Written by Evee Walker
Updated over a week ago

How Technology and Systems Affect the Value of a Financial Practice

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Written by Evee Walker
Updated over a week ago

Next Generation of Financial Advisors and Their Importance to the Financial Services Industry

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Written by Evee Walker
Updated over a week ago

Continuity Planning Vs. Succession Planning and Why You Need It Now

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Written by Evee Walker
Updated over a week ago

Case Study: How Succession Link Can Transform the Buying and Selling Process

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Written by Evee Walker
Updated over a week ago

Determining your Role when Selling Your Financial Firm

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Written by Evee Walker
Updated over a week ago

If I’m Not DOL Ready, Should I be “Sell Ready”?

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Written by Evee Walker
Updated over a week ago

Valuation Trends and Methods for Financial Planning Firms

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Written by Evee Walker
Updated over a week ago

Successful Seller Podcast: $27M in AUM in Upstate NY

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Written by Evee Walker
Updated over a week ago

Why More Advisors Are Merging Financial Planning Businesses to Increase Market Share

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Written by Evee Walker
Updated over a week ago

4 Top Tips to Engage Sellers on Succession Link

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Written by Evee Walker
Updated over a week ago

Important Data to Analyze when Buying a Financial Advisory Firm

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Written by Evee Walker
Updated over a week ago

Get Connected Season 1 Preview

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Written by Evee Walker
Updated over a week ago

Creating a Positive Culture after an RIA Merger

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Written by Evee Walker
Updated over a week ago

Determining Payment Terms When Buying or Selling a Financial Planning Firm

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Written by Evee Walker
Updated over a week ago

The Hidden Value of a Financial Practice Listing

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Written by Evee Walker
Updated over a week ago

How to Prepare for Business Succession

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Written by Evee Walker
Updated over a week ago
Insurance Agent

Specialty MGAs Continue to be Popular Acquisition Targets

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Written by Aryanna Grunwald
Updated over a week ago

Things to Consider When Buying an Insurance Agency

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Written by Evee Walker
Updated over a week ago

Why Now Might be a Good Time to Merge your Insurance Agency with Another

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Written by Evee Walker
Updated over a week ago

Why Client Retention is the Most Important Factor After Buying an Insurance Agency

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Written by Evee Walker
Updated over a week ago

After Merging your Insurance Agency Don't Forget about your Brand

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Written by Evee Walker
Updated over a week ago

Think Strongly about Local Market Conditions When Purchasing an Insurance Agency

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Written by Evee Walker
Updated over a week ago

Tips For Buying an Insurance Practice

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Written by Evee Walker
Updated over a week ago

Mistakes to avoid when selling an insurance firm

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Written by Evee Walker
Updated over a week ago

Signs That Now Is The Time to Sell Your Insurance Practice

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Written by Evee Walker
Updated over a week ago

Reasons Why Insurance Providers are Resistant to Perpetuation Planning

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Written by Evee Walker
Updated over a week ago

Benefits of Buying an Insurance Firm

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Written by Evee Walker
Updated over a week ago

Pitfalls to Avoid When Merging an Insurance Company

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Written by Evee Walker
Updated over a week ago

A Lender’s View on Agency Perpetuation

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Written by Evee Walker
Updated over a week ago

Thinking About Selling Your Insurance Company?

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Written by Evee Walker
Updated over a week ago

Are You On Track With Perpetuation Planning?

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Written by Evee Walker
Updated over a week ago

Assessing the Financial Implications of your Succession Plan

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Written by Evee Walker
Updated over a week ago

Five Tips for Successful Online Networking

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Written by Evee Walker
Updated over a week ago

Tips on Buying an Insurance Agency

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Written by Evee Walker
Updated over a week ago

Online Networking Advice for Insurance Agents

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Written by Evee Walker
Updated over a week ago

Five Key Steps for Perpetuation Planning

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Written by Evee Walker
Updated over a week ago

Developing a Strategy to Acquire Agencies

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Written by Evee Walker
Updated over a week ago

Treat Your Agency Like a Business to Maximize Value

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Written by Evee Walker
Updated over a week ago

Mentoring the Successor to Your Insurance Agency

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Written by Evee Walker
Updated over a week ago

How to Announce the Sale of an Insurance Agency

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Written by Evee Walker
Updated over a week ago

Five Things to Think About When Buying a Small Insurance Agency

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Written by Evee Walker
Updated over a week ago

Who and what should be included in your agency’s succession plan?

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Written by Evee Walker
Updated over a week ago

Tips on Acquiring an Insurance Agency

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Written by Evee Walker
Updated over a week ago

Top Ten Considerations When Selling Your Agency

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Written by Evee Walker
Updated over a week ago

2017 Was an Exceptional Year, According to OPTIS Partner’s Report

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Written by Evee Walker
Updated over a week ago

6 Key Elements in Acquiring an Insurance Agency

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Written by Evee Walker
Updated over a week ago

The Top 5 Possibilities Insurance Brokers Overlook When Considering Agency Acquisitions

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Written by Evee Walker
Updated over a week ago