Case Studies & White Papers

Case Studies:

Strategic Evolution of a $600MM Independent Hybrid RIA Team

Additional Resources:

Passing the Feel, Fit, Financials™ Test: A Comparative Decision Framework for Financial Advisors

White Papers:

The Equity Offer: What Financial Advisors Must Know Before Changing Firms – March 2026

Maximizing the Value of Your Financial Advisory Business: Understanding What Drives P.R.I.C.E. – Jan. 2026

Your Firm Was Sold… Now What? – Nov. 2025

Beyond the Payout: How Advisors Should Evaluate Firm Transitions in Today’s Landscape – Oct. 2025

M&A: Different Types of Buyers – Sept. 2025