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125 articles in this collection
Written by
Tim Horton
and
Phil
Why Choose a B2B Matching Platform for Sales/Acquisitions?
Choosing a B2B matching platform, like Succession Link, provides the easiest, fairest solution for facilitating mergers and acquisitions.
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Written by
Phil
Updated over a week ago
Elements of a Successful Succession Plan
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Written by
Phil
Updated over a week ago
Tips for Succession within a Family Business
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Written by
Phil
Updated over a week ago
10 Steps to Make Succession a Success
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Written by
Phil
Updated over a week ago
Succession Planning Essentials
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Written by
Phil
Updated over a week ago
Quality of Earnings Report vs. Financial Audit Statement
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Written by
Phil
Updated over a week ago
What is a Roth 403(b) Plan and Is It Right For You?
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Written by
Phil
Updated over a week ago
What is Driving M&A Activity?
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Written by
Phil
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.
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Written by
Phil
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
Using Valuations To Manage Your Practice
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Written by
Phil
Updated over a week ago
The Errors Most Likely to Slow Down or Ruin M&A Activity
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Written by
Phil
Updated over a week ago
The Biggest Reason Mergers Fail - and How to Avoid It
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Written by
Phil
Updated over a week ago
What to Include in your Succession Link Profile and Why
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Written by
Phil
Updated over a week ago
Acquisitions: Be The Best Buyer
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Written by
Phil
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
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Written by
Phil
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
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Written by
Phil
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
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Written by
Phil
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
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Written by
Phil
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
e-MERGE
How Would Merging an Advisory Firm Help My Clients
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Written by
Phil
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.
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Written by
Phil
Updated over a week ago
Tips for a Successful Merger or Acquisition
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Written by
Phil
Updated over a week ago
Should I Merge with an Advisory Firm? Benefits of Merging in 2020
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Written by
Phil
Updated over a week ago
Top Mistakes to Avoid When Merging & How to Tackle Them with e-MERGE
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Written by
Phil
Updated over a week ago
Financial Advisor
What Happens After a Sale?
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Written by
Phil
Updated over a week ago
The Practical Math of Succession
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Written by
Phil
Updated over a week ago
Quantum Growth Via Acquisition
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Written by
Phil
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
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Written by
Phil
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?
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Written by
Phil
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
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Written by
Phil
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?
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Written by
Phil
Updated over a week ago
How Technology and Systems Affect the Value of a Financial Practice
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Written by
Phil
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
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Written by
Phil
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
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
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Written by
Phil
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
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Written by
Phil
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
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Written by
Phil
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
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Written by
Phil
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
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Written by
Phil
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
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Written by
Phil
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
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Written by
Phil
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