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126 articles in this collection
Written by
Tim Horton,
William Walker,
Evan Watkins
and 1 other
Elements of a Successful Succession Plan
Written by
Erica Wisor
Updated over a week ago
Tips for Succession within a Family Business
Written by
Erica Wisor
Updated over a week ago
10 Steps to Make Succession a Success
Written by
Erica Wisor
Updated over a week ago
Succession Planning Essentials
Written by
Erica Wisor
Updated over a week ago
Quality of Earnings Report vs. Financial Audit Statement
Written by
Erica Wisor
Updated over a week ago
What is a Roth 403(b) Plan and Is It Right For You?
Written by
Erica Wisor
Updated over a week ago
What is Driving M&A Activity?
Written by
Erica Wisor
Updated over a week ago
A Step-by-Step Guide to Finding the Proper Succession Planning Deal Partner
There are four steps that every advisor should follow, no matter what side of the transaction you are on.
Written by
Evan Watkins
Updated over a week ago
4 Key Drivers of RIA Merger Transactions
Written by
Tim Horton
Updated over a week ago
Why a Discounted Cash Flow Valuation is a More Accurate Measure for Valuing Your Practice
Written by
Tim Horton
Updated over a week ago
The Errors Most Likely to Slow Down or Ruin M&A Activity
Written by
Tim Horton
Updated over a week ago
Using Valuations To Manage Your Practice
Written by
Evan Watkins
Updated over a week ago
The Biggest Reason Mergers Fail - and How to Avoid It
Written by
William Walker
Updated over a week ago
What to Include in your Succession Link Profile and Why
Written by
Evan Watkins
Updated over a week ago
Acquisitions: Be The Best Buyer
Written by
Evan Watkins
Updated over a week ago
Preparing Your Company for a Transition
Written by
Tim Horton
Updated over a week ago
Tough But Important Conversations You Need to Have With a New Buyer for Your Business
Written by
Tim Horton
Updated over a week ago
No Succession Plan? Why Smaller Firms Are At Risk
Written by
Evan Watkins
Updated over a week ago
Is Diversity the Key to the Succession Plan Challenge?
Written by
Tim Horton
Updated over a week ago
Key Elements Needed for a Successful Merger or Acquisition
Written by
Evan Watkins
Updated over a week ago
How to Thrive in an Advisory Role After Selling Your Business
Written by
Tim Horton
Updated over a week ago
Due Diligence, the Decisive Data Points
Written by
William Walker
Updated over a week ago
2017 SL Acquisition Report
Written by
Tim Horton
Updated over a week ago
How to Prepare Your Business for an Acquisition
Written by
Evan Watkins
Updated over a week ago
Developing a Client Retention Strategy After a Merger or Acquisition
Written by
Tim Horton
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
Written by
Tim Horton
Updated over a week ago
Keys to Making your Business Sale or Purchase Seamless
Written by
Tim Horton
Updated over a week ago
Ramping up on a New Acquisition – What You Need to Know
Written by
Tim Horton
Updated over a week ago
What Can You Expect During a Merger?
Written by
Tim Horton
Updated over a week ago
Why Choose a B2B Matching Platform for Sales/Acquisitions?
Written by
Tim Horton
Updated over a week ago
e-MERGE
How Would Merging an Advisory Firm Help My Clients
Written by
Erica Wisor
Updated over a week ago
Better Together: The Power of Merging a Financial Advisor Practice With e-MERGE
Merger and acquisition activities are on the rise - learn why its better than ever to work together.
Written by
Erica Wisor
Updated over a week ago
Tips for a Successful Merger or Acquisition
Written by
Erica Wisor
Updated over a week ago
Should I Merge with an Advisory Firm? Benefits of Merging in 2020
Written by
Erica Wisor
Updated over a week ago
Top Mistakes to Avoid When Merging & How to Tackle Them with e-MERGE
Written by
Erica Wisor
Updated over a week ago
Financial Advisor
What Happens After a Sale?
Written by
William Walker
Updated over a week ago
The Practical Math of Succession
Written by
William Walker
Updated over a week ago
Quantum Growth Via Acquisition
Written by
Evan Watkins
Updated over a week ago
Assemble a Team of Professionals to Help Sell Your Financial Planning Firm
Written by
Tim Horton
Updated over a week ago
Client Financial Relationships to Consider in Succession Planning
Written by
Erica Wisor
Updated over a week ago
Succession Planning Tips for Financial Advisors
Written by
Tim Horton
Updated over a week ago
Selling Your Financial Services Firm? Get Your Documents in Order
Written by
Tim Horton
Updated over a week ago
Tax Implications When Buying or Selling an Advisory Practice
Written by
Tim Horton
Updated over a week ago
Discover Why Succession Planning isn’t Usually Marriage at First Sight
Written by
Tim Horton
Updated over a week ago
Finding the Right Buyer
Written by
Tim Horton
Updated over a week ago
Common Succession Planning Mistakes for Financial Advisors
Written by
Tim Horton
Updated over a week ago
Three Deal Kills You Need to be Aware of When Selling Your Business
Written by
Tim Horton
Updated over a week ago
Understanding “Deal” Terminology When Buying a Financial Advisory Practice
Written by
Tim Horton
Updated over a week ago
Keeping Emotions From Undermining The Sale Of Your Financial Advisory Practice
Written by
Tim Horton
Updated over a week ago
Top 10 Seller's Markets for Exiting Advisors
Written by
Tim Horton
Updated over a week ago
How To Win The Deal: Financing Your Acquisition in a Competitive Market
Written by
Tim Horton
Updated over a week ago
Should You Buy a Financial Advisory Firm?
Written by
Tim Horton
Updated over a week ago
How to Determine Payment Terms When Buying or Selling a Financial Planning Firm
Written by
Tim Horton
Updated over a week ago
Deal Financing for Financial Advisor Succession Plans
Written by
Tim Horton
Updated over a week ago
Why Advisors Avoid Succession Planning
Written by
Tim Horton
Updated over a week ago
Buying a Financial Service Practice?
Written by
Evan Watkins
Updated over a week ago
Top Five Tips on Purchasing a Financial Advisory Practice
Written by
Tim Horton
Updated over a week ago
Things You Should Know when Buying a Financial Practice
Written by
Tim Horton
Updated over a week ago
Success Story– LPL Financial Advisor finds a Legacy Plan Through Succession Link
Written by
Evan Watkins
Updated over a week ago
How Succession Planning Can Increase the Value of Your Financial Firm
Written by
Tim Horton
Updated over a week ago
The Role of Succession Planning when Merging Your Financial Planning Firm
Written by
Tim Horton
Updated over a week ago
Pitfalls to Avoid when Merging Your Financial Advisory Firm
Written by
Tim Horton
Updated over a week ago
Before Buying a Financial Planning Firm Understand the Company Culture
Written by
Tim Horton
Updated over a week ago
Five Emotions You Might Go Through when Merging with Another Financial Planning Firm
Written by
Tim Horton
Updated over a week ago
Why Buying a Financial Practice is a Great Way for an Advisor to Grow
Written by
Tim Horton
Updated over a week ago
Assessing a Merge of a Financial Advisory Practice: Is the Whole Greater than the Sum of the Parts?
Written by
Tim Horton
Updated over a week ago
Best Practices in Investment Advisory Partnerships
Written by
Tim Horton
Updated over a week ago
RIA’s: When is it Time to Sell Up?
Written by
Tim Horton
Updated over a week ago
Merging Financial Planning Firms?
Written by
Evan Watkins
Updated over a week ago
How Technology and Systems Affect the Value of a Financial Practice
Written by
Evan Watkins
Updated over a week ago
Continuity Planning Vs. Succession Planning and Why You Need It Now
Written by
Tim Horton
Updated over a week ago
Case Study: How Succession Link Can Transform the Buying and Selling Process
Written by
Evan Watkins
Updated over a week ago
Determining your Role when Selling Your Financial Firm
Written by
Tim Horton
Updated over a week ago
If I’m Not DOL Ready, Should I be “Sell Ready”?
Written by
Tim Horton
Updated over a week ago
Valuation Trends and Methods for Financial Planning Firms
Written by
Tim Horton
Updated over a week ago
Successful Seller Podcast: $27M in AUM in Upstate NY
Written by
Tim Horton
Updated over a week ago
Why More Advisors Are Merging Financial Planning Businesses to Increase Market Share
Written by
Tim Horton
Updated over a week ago
4 Top Tips to Engage Sellers on Succession Link
Written by
Evan Watkins
Updated over a week ago
Important Data to Analyze when Buying a Financial Advisory Firm
Written by
Tim Horton
Updated over a week ago
Get Connected Season 1 Preview
Written by
Tim Horton
Updated over a week ago
Creating a Positive Culture after an RIA Merger
Written by
Tim Horton
Updated over a week ago
Determining Payment Terms When Buying or Selling a Financial Planning Firm
Written by
Tim Horton
Updated over a week ago
How to Prepare for Business Succession
Written by
Tim Horton
Updated over a week ago
The Hidden Value of a Financial Practice Listing
Written by
Tim Horton
Updated over a week ago
Insurance Agent
Specialty MGAs Continue to be Popular Acquisition Targets
Written by
William Walker
Updated over a week ago
Things to Consider When Buying an Insurance Agency
Written by
Tim Horton
Updated over a week ago
Why Now Might be a Good Time to Merge your Insurance Agency with Another
Written by
Tim Horton
Updated over a week ago
Why Client Retention is the Most Important Factor After Buying an Insurance Agency
Written by
Tim Horton
Updated over a week ago
After Merging your Insurance Agency Don't Forget about your Brand
Written by
Tim Horton
Updated over a week ago
Think Strongly about Local Market Conditions When Purchasing an Insurance Agency
Written by
Tim Horton
Updated over a week ago
Tips For Buying an Insurance Practice
Written by
Tim Horton
Updated over a week ago
Mistakes to avoid when selling an insurance firm
Written by
Tim Horton
Updated over a week ago
Signs That Now Is The Time to Sell Your Insurance Practice
Written by
Evan Watkins
Updated over a week ago
Reasons Why Insurance Providers are Resistant to Perpetuation Planning
Written by
Tim Horton
Updated over a week ago
Benefits of Buying an Insurance Firm
Written by
Tim Horton
Updated over a week ago
Pitfalls to Avoid When Merging an Insurance Company
Written by
Tim Horton
Updated over a week ago
A Lender’s View on Agency Perpetuation
Written by
Tim Horton
Updated over a week ago
Thinking About Selling Your Insurance Company?
Written by
Tim Horton
Updated over a week ago
Are You On Track With Perpetuation Planning?
Written by
Tim Horton
Updated over a week ago
Assessing the Financial Implications of your Succession Plan
Written by
Tim Horton
Updated over a week ago
Five Tips for Successful Online Networking
Written by
Tim Horton
Updated over a week ago
Tips on Buying an Insurance Agency
Written by
Tim Horton
Updated over a week ago
Online Networking Advice for Insurance Agents
Written by
Tim Horton
Updated over a week ago
Five Key Steps for Perpetuation Planning
Written by
Tim Horton
Updated over a week ago
Developing a Strategy to Acquire Agencies
Written by
Evan Watkins
Updated over a week ago
Treat Your Agency Like a Business to Maximize Value
Written by
Tim Horton
Updated over a week ago
Mentoring the Successor to Your Insurance Agency
Written by
Tim Horton
Updated over a week ago
How to Announce the Sale of an Insurance Agency
Written by
Tim Horton
Updated over a week ago
Five Things to Think About When Buying a Small Insurance Agency
Written by
Tim Horton
Updated over a week ago
Who and what should be included in your agency’s succession plan?
Written by
Tim Horton
Updated over a week ago
Tips on Acquiring an Insurance Agency
Written by
Tim Horton
Updated over a week ago
Top Ten Considerations When Selling Your Agency
Written by
Tim Horton
Updated over a week ago
2017 Was an Exceptional Year, According to OPTIS Partner’s Report
Written by
Tim Horton
Updated over a week ago
6 Key Elements in Acquiring an Insurance Agency
Written by
Tim Horton
Updated over a week ago
The Top 5 Possibilities Insurance Brokers Overlook When Considering Agency Acquisitions
Written by
Evan Watkins
Updated over a week ago
CPA
CPA's: When, How and Why To Merge
Written by
Tim Horton
Updated over a week ago
Becoming an Advisor to Grow Your Accounting Firm
Written by
Evan Watkins
Updated over a week ago
Growing Your Accounting Practice
Written by
Tim Horton
Updated over a week ago
Major Chicago-Area Accounting Firms Announce Merger
Written by
Evan Watkins
Updated over a week ago
CPA Succession Planning Do’s and Don’ts
Written by
Tim Horton
Updated over a week ago
How To Successfully Grow Your Accounting Firm In Four Simple Steps
Written by
Tim Horton
Updated over a week ago
Get Connected Podcast
PRACTICE FOR SALE: $80MM AUM | $400,000 GDC in Austin, TX
Written by
Tim Horton
Updated over a week ago
PRACTICE FOR SALE: $62MM AUM | $800,000 GDC in Asheville, NC
Written by
Tim Horton
Updated over a week ago
PRACTICE FOR SALE: $32MM AUM | $180,000 GDC in Maitland, FL
Written by
Tim Horton
Updated over a week ago
PRACTICE FOR SALE: $5MM AUM | $20,000 GDC in Fairview, NC
Written by
Tim Horton
Updated over a week ago
Get Connected Season 2 Preview
Written by
Tim Horton
Updated over a week ago