by Tony Arena | Aug 21, 2026 | Blogs, Selling a Business
Many insurance brokerage owners assume they will sell the business when they are ready to retire. Until that time, they continue managing staff, supporting clients, overseeing compliance and carrying the full responsibility of ownership. However, selling and retiring...
by Tony Arena | Aug 19, 2026 | Blogs, Selling a Business
Financial planning businesses are often discussed in terms of recurring revenue and market multiples. An owner may hear that client books are selling for a particular multiple and naturally apply that figure to their own recurring income. The calculation appears...
by Tony Arena | Aug 17, 2026 | Blogs, Selling a Business
Growth is usually viewed as a positive sign for a mortgage brokerage. More clients, stronger referral relationships, higher settlement volumes and a growing trail book can all indicate that the business is performing well. However, growth can also expose weaknesses in...
by Tony Arena | Aug 13, 2026 | Blogs, Develop a Business, Grow and Sell a Business, Selling a Business
The Biggest Cyber Risk to Your Accounting Firm Isn’t a Hacker. It’s Someone Pretending to Be You. For an accounting firm, trust is one of your greatest assets. Clients trust your advice, your financial reports, your payment instructions and, importantly, that every...
by Tony Arena | Aug 10, 2026 | Blogs, Develop a Business, Grow and Sell a Business, Selling a Business
AI Has Changed What It Means to Be an Expert The old “3-Book Rule” suggested that if you read three good books on a subject, each written by a different author, you would know more than 99% of people. For years, it was a useful shortcut. Books gave you access to...
by Tony Arena | Jul 20, 2026 | Selling a Business
Receiving an offer for your accounting practice is an important milestone. After years of building the client base, developing the team and managing the day-to-day demands of the practice, finding a suitable buyer can feel like the point where the sale is almost...
