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Advisor Growth Strategies served as advisor to Wealth Care LLC in joining HB Wealth.

In the September 2026 Journal of Financial Planning, AGS Partner Brandon Kawal argues that most founders do not have a retirement problem or a succession problem. They have an execution problem, and the options available at the end are set by decisions made seven to 10 years earlier.

Aligning incentives is only the starting point; the firms that sustain growth build their plans around what each contributor is personally trying to optimize for, then link those individual goals back to the objectives of the business.

For RIA owners looking to sell: the 4 attributes buyers reward, why the median RIA valuation reached 11.6x EBITDA, and why comparable firms still land at 9x.

Record RIA valuation multiples are masking a more selective market. For owners planning an exit, growth is the entry ticket, not the differentiator.

In the June 2026 Journal of Financial Planning, AGS Partner Brandon Kawal argues that despite a strong RIA M&A market for sellers in 2025, the biggest driver of a premium acquisition outcome is an RIA owner’s early commitment to give next-gen talent equity.