White Papers

Taking the Friction out of Financial Services: A Conversation with Plaid COO Eric Sager
Tax Rules For Financial Advisors
Adopting An Acquisition Strategy
Comprehensive Business Development
Dealer to Dealer Transition
Maximize Your Selling Price
Sell & Stay/Merge/Partner
Transition Support
Valuation ServicesElite Advisors
The Valuation Of Your Financial Services Practice
Due Dilligence Checklist
The Robo-Revolution and Other Threats To The Way You Do Business
Factors When Valuing Financial Advice Businesses
9 Ways to Increase the Value of Your Business
Maximizing the Value of Your Business
Price versus Value of Your Business
How to Protect the Value of Your Business

Articles

External succession planning heats up…
Advisor: Succession planning is industry’s Achilles’ heel
You’re Not Ready to Buy Another Practice. Here’s Why…
Robo-Advisors Will Dominate The Investment Management Industry

Other Articles

Divestopedia
Seller Beware! Top 12 Mistakes to Avoid When Selling a Business

Price Metrix
A Winning Formula – Teams in Retail Wealth Management

Investment Executive

Four Questions to Ask Yourself Before You Buy a Book of Business
The Three Worst Reasons For Buying a Book of Business
The Insurance Succession Puzzle
Selling your book? Stay involved
External succession planning heats up

 eBook

Free for members to download. THE DOMINO EFFECT: How to Find, Price and Buy a Financial Business by Jerry Butler MBA CFP CIM FCSI President Queenston

 Video