To power the new service, Chalice acquired Succession Link, an online matching service for M&A deals and formed a partnership with Oak Street Funding, a non-SBA lender.
As you approach the sale of your advisory practice, the following factors impact accessibility of bank financing and ultimately cash at closing.
Expert guest Katy Goshtasbi joins Stephen and Kevin to discuss strategies to handle stress and increase productivity.
Micah Shilanski transitioned from working 70-plus-hour workweeks to refining his practice down to the point where he can service all of his 160 clients while being in the office only four months of the year.
A prominent advisor and the founder of an RIA operations network partnered to create a technology guidebook for firms changing hands.
How to destroy quid pro quo.
There are infinite reasons for advisors to have checklists to improve their business. Here are five types to get started.
A digest of the wisdom gleaned from breakaways and industry leaders in year one of the podcast series, Mindy Diamond on Independence
