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

S Corp or LLC: A Guide to Set Up Your Financial Services Company

Building a Compliant Plan to Protect the Value of Your Advisory Practice

Advisor M&A Financing: How to Make It Work for You

Practice Acquisition Checklist for Success

Your Guide to Proper Entity Structure

A How-To Guide For Protecting Your Business

3 Tips You’ve Never Heard to Increase Your Value

5 Best Practices to Protect the Value of Your Business

Contingency Planning Checklist

The Must-Know Items When Buying or Selling a Practice

Your Guide to Increase the Value of Your Business

Benchmark Your Way to a More Valuable Practice

7 Tips to Increase the Value of Your Business

Sutley Wertzer: Looking Back One Year After Transition