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Explore articles, podcasts, buyer spotlights, guides, and valuation tools to help you plan your succession with confidence.

Wes & Andrew

Build a Business That Doesn’t Need You

Advisors Plan for Everyone’s Retirement—Except Their Own

The 8 Laws of Transition Every Financial Advisor Should Know

Recasted EBITDA vs. SDE: How to Calculate True Practice Earnings for an RIA Valuation

The 2026 RIA Valuation Ceiling: Are Multiples Peaking?

How Financial Advisor Practice Valuations Really Work (And What Buyers Actually Look For)

The Value of Broker-Dealer Business in a Fee-First World

Breaking Away: Building Your Own RIA

Financial Advisor Succession Planning: What Advisors Should Know Before Selling Their Practice

Andrew Mirolli with Seth Greene on the Registered Investment Advisor Podcast.

The Art of Financial Matchmaking for Advisors: Finding the Right Successor

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