2020

 
4.17.20 | Citywire RIA

Valuations holding steady, but sellers forced to stay longer

 

4.1.20 | Advisor Magazine

Advising the Advisors

 

3.16.20 | Wealth Professional magazine

Business continuity for advisors in COVID-19 crisis

 

2019

 
10.10.19 | Financial Planning magazine

OkCupid for Advisors: M&A Matching Service Debuts

 

10.1.19 | Journal of Financial Planning

Lay the Foundation for the Next Generation of Ownership

 

9.13.19 | The New York Times

Wealth advisory firms are merging, but what's in it for clients?

 

3.26.19 | Financial Advisor magazine

FPA Launches Next Generation Publication

 
2018

 
10.9.18 | FPA Activate podcast

You're a Financial Planner...Now What? What You Need to Know About Succession Planning with Christine Sjölin

 

7.1.18 | Journal of Financial Planning

Sustainability and the Future of the Profession

 

2017

 
11.1.17 | Journal of Financial Planning

What is my practice worth? What you need to know about value and valuation

 

10.26.17 | Rough Notes

Yes, Boomers, The Millennials Are Knocking at Your Door

 

9.1.17 | Journal of Financial Planning

NextGen Acquisition Success: Partnership, Patience, and Teamwork

 

8.9.17 | BMO/Global Asset Management podcast

Ep. 34: Advisor's guide to buying or selling a practice

 

4.1.17 | Journal of Financial Planning

Advice for Next-Generation Advisers Looking for Ownership

 

3.1.17 | Journal of Financial Planning

Selling a Planning Practice: The Relationship Between Revenue Multiple and Revenue Size

 

2.21.17 | Kitces.com podcast

Financial Advisor Podcast, Ep. 008: Maximizing the Valuation of a Financial Advisor's Book, Practice, or Business

 

1.24.17 | InvestmentNews magazine

Fintechs producing cheaper, automated firm valuations for advisors

 

1.1.17 | Financial Advisor magazine

Six Steps Sellers Should Take Before Signing Deal Papers

 

2016

 
12.29.16 | InvestementNews magazine

Top reasons for independent advisers to consider a merger instead of an acquisition

 

10.10.16 | SEI

SEI Advisor Network Report Explores New Strategies for Growth, Profitability, and Scalability

 

10.3.16 | InvestmentNews magazine

Advisors who outsource investment management make more money than those that don't

 

9.13.16 | Financial Advisor magazine

How To Avoid Common Mistakes When Selling A Practice

 

8.23.16 | Financial Advisor magazine

Buyers Galore For FA Firms, But Challenges Remain For Small Sellers

 

3.30.06 | ThinkAdvisor

David Grau Sr.'s Top 20 Tips for Buying, Selling a Practice

 

3.2.16 | Commonwealth Independent Advisor

What's the problem with succession planning for financial advisors?

 

2015

 
1.1.15 | Financial Advisor magazine

Successful Continuity Planning: The Right Funding Source Can Make The Difference

 

1.5.15 | Financial Advisor magazine

Six Steps To Creating The Best Possible Continuity Plan

 

2014

 
12.12.14 | The New York Times

What to Do When Your Financial Adviser Retires

 

7.24.14 | Wealthmanagement.com

Charting Your Succession Course

 

6.26.14 | Advisor's Edge

Succession planning can boost business

 

6.20.14 | Wealthmanagement.com

How Indy Advisors Can Remodel Cash Flow to Build Businesses of Enduring Value

 

6.3.14 | Financial Advisor magazine

Revenue Sharing vs. Equity: Beware of 'Eat What You Kill'

 

6.2.14 | Reuters

Build a financial advice business you can sell

 

2012

 
9.21.12 | Wealth Management magazine

Desperately Seeking Financing

 

2011

 
10.31.11 | Financial Advisor magazine

More Financial Advisors Need Exit Strategies