The ROI of Retention
Discover the strategic importance of advisor retention and its impact...
The Rise of Transition Planning: Protecting and Enhancing the Future of Your Business
In this guest blog, Afsar Shah, B.A., LLB, Business and Regulatory...
10 Steps to Prepare Yourself for an Offer
Selling your business can be overwhelming. An unsolicited offer out...
8 Continuity Plan Questions You Need to Answer
Continuity plans can take many forms but here are the top 8 things to...
5 Basic Principles of Valuation
There are five basic principles to creating an accurate valuation for...
7 Steps to Determine the Price of a Business
Estimating the most accurate value for your business means you take...
5 Tips for Finding the Perfect Partner
Finding the right partner can be difficult but not impossible if you...
Selling a Book of Business - What You Need to Know
Selling an insurance practice comes with emotional, financial, and...
Closing the Advisor Intelligence Gap
Using data gathering and analysis to better make decisions at the...