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

2 Min

5 Reasons Why Business Owners Avoid Formal Employment Agreements

2025 Advisor M&A Review

2 min read

How to Land a Great Successor for your RIA

2 min read

Selling My RIA: How I Found Peace Of Mind In the Process

2 min read

Six Ways to Increase the Value of Your RIA Firm

Selling Your Practice with Expert Advocacy

2 min read

10 Tips for Selling Your RIA

2 min read

The Psychology of Dealmaking in Advisory RIA M&A Transactions

Carrot and the Stick | Protecting Your Advisors and Clients (Ep. 22)

Contingency Planning | Death/Disability Considerations for Advisors (Ep. 21)

The Psychology of Dealmaking

2024 Advisor Mid-Year M&A Update

Steve Woods & Kathryn Lichty