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

How to Make a Merger a Growth Move

The Silent Risk Healthy Advisors Never See Coming

The Exchange: What Advisory Firm Owners Get Wrong About M&A (Ep. 31)

12 min read

Mergers and Acquisitions 101: M&A for Financial Advisors

2026 Advisor M&A Highlights Infographic

Grow Your Firm Without Limiting Your Future Exit Options

The SEC’s Marketing Rule Sweep: Endorsements in Advisor M&A (Ep. 30)

Why Relying on Your Broker-Dealer to Sell Your Practice Is a Costly Mistake

2026 State of Compensation: Pay, Equity & Incentives for RIAs and Advisory Teams

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

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

2026 Advisor M&A Review

4 min read

Everything You Need To Understand Liquidation Rights