Articles

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

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

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

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'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

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