Resources for Advisors

From educational webinars to hands-on checklists, we’ve curated content specifically for advisors to value, grow, protect and/or sell their business.

Topics

9 min read

Phantom Equity Plan Options: Liquidation Rights (LR) vs. Appreciation Rights (AR)

9 min read

Succession Planning 101: Steps and Processes for Advisory Companies

How to Maintain Client Experience and Retain Staff When Selling to an Outside Buyer

Your Employment Agreement Won’t Protect You Like You Think (Ep. 29)

Selling Your Advisory Practice to a Friend | Financial Advisor Guide

2026 Advisor M&A Review

4 min read

Everything You Need To Understand Liquidation Rights

The Exchange: Entity Structure and Why It’s The Backbone of Your Advisory Firm (Ep. 28)

Should Financial Advisors List Their Practice? The Truth Behind RIA Practice Listings

The Exchange: The Truth About Advisor Contingency Planning (Ep. 27)

Building a Lasting Legacy Through Equity Sharing with Brian Cochran

Equity Compensation: A Technical Comparison between Restricted Equity Grants

Attorney vs Succession Resource Group

5 Reasons to Start Your Exit Plan Now

Value vs. Price: What Every Financial Advisor Needs to Know About Firm Valuation