13,000 or 16,000? Industry questions adviser low-point estimate

What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed...

“Transactions involving internal buyers—such as management or employee groups—are typically completed at a discount to market value, often in the...

What Buyers and Sellers Get Wrong: Kate Fellows Talks FP Business Sales, Succession, and Acquisitions with Steven Fine   In...

Valuation tells you what your business might be worth. Sale price? That’s what someone is actually willing to pay. It’s...

When it comes time to sell, most business owners focus on headline numbers—revenue, profit margins, and client retention. But beneath...

Valuation tells you what your business might be worth. Sale price? That’s what someone is actually willing to pay. It’s...

Most people wouldn’t walk into a courtroom without a lawyer. Yet many approach M&A armed with little more than confidence...

When selling a financial planning practice, the numbers tell part of the story — but not the whole story. Beyond...

Not every deal dies with a dramatic confrontation. Most fade away silently, long before the contract is drafted — and...

Unclear about your ideal deal outcome? You might be giving buyers the upper hand — before negotiations even begin. Growth...

In business sales, more brokers doesn’t mean more buyers. It means more confusion. While it may feel logical to “cast...