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5 Advisor Contingency Plans

  • On May 15, 2017
A contingency plan is an agreement between two or more advisors designed to protect your business in case of your death, disability (temporary or permanent), loss of license, and possibly even retirement (although most plans do not deal with succession planning). A contingency plan has two main priorities: 1) Ensuring that your business and clients […]
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No Succession Plan? No Problem. Maybe…

  • On May 8, 2017
It has been widely reported that the vast majority, 60% to 70% of Financial Advisors, do not have a succession plan. Advisors with a well thought out succession plan can increase the value of their firm and make the transfer process much smoother. While Advisorbox encourages advisors to plan for succession for both their benefit […]
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Top 10 Seller’s Markets For Exiting Advisors

  • On May 1, 2017
Advisorbox works with buyers and sellers nationwide. Our buyers and sellers come from both cities and small towns, and come in all shapes and sizes. We thought the top 10  seller markets SuccessionLink put out last week was interesting because it is based on the buyers listed on their platform. To us it shows just […]
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Advisorbox Top 10 Seller States For Exiting Advisors

  • On May 1, 2017
Advisorbox has prescreened buyers in most any market in the country but we rank by state rather than city. California Texas Florida New York Connecticut New Jersey Michigan Colorado Ohio Virginia Regardless of where you live if you are looking to sell or slow down contact an Advisorbox Consultant to discuss the process, environment, and […]
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5 Things To Do When First Considering Selling Your Practice

  • On April 24, 2017
Establish your timeline Are you looking to sell within a year or over the next few? The longer the horizon the more choices you’ll have and the more you can monetize and provide for a smoother transition for your clients. Estimate your value Don’t assume the ratio your friend got for his practice will be […]
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Retiring in 10 Years? Maximize what you monetize.

  • On February 27, 2017
Wirehouse and National Firm Advisors retiring in 10 years should consider maximizing what your practice can monetize for you over the next decade beyond payout. While staying at your firm and sunsetting with another advisor is the path of least resistance it is also the path of least amount of money. Monetize your practice through […]
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How Buyer Loans Impact Sellers

  • On February 27, 2017
Are you looking to sell your advisory practice? Will your buyer need a loan? The lender your buyer selects (and if a SBA loan is utilized) has several key impacts to sellers. If you are selling we provide free consultation and services to you to help you understand the lending process and how the lender […]
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