Test

Future Proof 2024

The Psychology of Dealmaking

2024 Advisor Mid-Year M&A Update

Increasing Value Through Excellent Customer Experience

Steve Woods & Kathryn Lichty

Barry Leslie

Jennifer Kilby

Nick de Freitas & Jon Lawry

Rex Brenton & Karen Curry

Amanda Johnson & Carolyn Nolan

Succession Role Transition Planner Tool

2024 Advisor M&A Review

Success Through Succession Series

Advisor M&A Highlight – 2023 Mid-Year Update

Fueling Your Future: Unleashing Growth Potential through Entity Planning

Employee Retention Strategies of Today’s Top Firms

SRG Off Script: The Importance of Succession Planning for Advisors

SRG Off Script: Loans, Interest Rates, and Lending Solutions

Fundamentals of Exit Planning

Valuing Your Financial Practice: What you need to know in today’s market

SRG Off Script: RIA Tax Considerations with Succession and Selling

SRG Off Script: Understand and Leverage Your Firm’s Value

2023 Advisor M&A and Equity Highlights

Everything Equity

The Financial Advisor’s HR Toolkit

SRG Off Script: Advisor Compensation

SRG Off Script: Building Greater Enterprise Value

SRG Off Script: Succession & Equity Sharing Q&A

5 Land Mines that Could Blow Up the Value of Your Practice

Sunset vs. Succession: Realizing the Value of a Career in Financial Advice

3 Reasons Every Advisor Should Have an Entity

RIA M&A: Compliance 101

Maximizing Price, Minimizing Taxes

Third Time Is The Charm

The Ins and Outs of Contingency Planning

5 Employment Best Practices to Create a Salable Business

5 Mistakes to Avoid During an Acquisition

The Carrot & the Stick

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 to CEO: Best Practices for Your Growing Enterprise

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

Due Diligence Checklist

Best Time to Sell Your Business

5 Important Things to Do Before Selling Your Business

Effective Strategies to Exit Your Business

Succession: The One Thing

Succession Planning in Action

Secrets of Succession

3 Mistakes to Avoid With Your Succession Plan

How and Why to Use an Entity With Your Broker-Dealer

How To Tell Your Employees You’re Selling

5 Most Common Post-Transition Roles

6 Reasons Now Is the Best Time to Sell

10 Reasons to Value Your Practice

Seller Readiness E-Book