Welcome back to the 223rd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Marianela Collado. Marianela is the CEO and majority shareholder of Tobias Financial Advisors, an ...

Transition is inevitable; planning for it is essential. Whether you’re considering succession, selling, or passing your business to the next generation, having a well-crafted exit strategy may ...

Commentary: Transitioning a family, founder or other privately held business to the next generation is rarely a one-step process.

We live in a world where many are chasing the American dream. For many, that includes making a living doing what you love and could mean owning your own small business. However, as the owners of small ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Owners love to talk about timing, markets and multiples. But the real driver of a successful transition is far less glamorous ...

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

A succession plan is more than an exit plan. For years, financial advisors have believed that when it comes to succession planning, it’s a seller’s market. But as all advisors know, markets change.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In the vibrant business landscape of Phoenix, where ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...