Many advisors pursue independence for greater control. Jason Fertitta pursued it to build an enterprise. Today, Americana manages more than $13B and continues to scale through growth, acquisitions, and strategic capital.

Michael Smith shares how a client-first philosophy, niche specialization, and independence helped Emerald Advisors grow from $385mm to more than $1B in assets.

Most advisory firms grow through effort. The most valuable firms are built through architecture. Dan Sullivan and John Bowen explain why enterprise value is often determined long before a transaction occurs.

Nick Hubert and Taylor Gentry of Panoramic Capital Partners talk about helping business owners align personal significance, wealth, and business value through a long-term advisory framework.

Jason and Mindy Diamond unpack the real advisor transition playbook—from due diligence and culture fit to portability, enterprise value, and the evolving landscape of advisor choice.

Rafael Loureiro on why estate planning may become one of the next major advisor differentiators and how AI could turn it into a continuous planning process.

After three decades at Edward Jones, Ricky Smith realized he wanted more than growth: he wanted ownership. Now, his independent firm is 50% larger than the business he left behind.

Leah Sciabarrasi of Crestwood Advisors shares how an $8B firm was built over time—through evolving leadership, disciplined growth, and a focus on scaling without disrupting the client experience.

A continuation of the Advisor Transition Playbook, this episode focuses on how the inputs to due diligence are evolving and how newer factors, such as AI and enterprise value, are shaping how advisors assess firms and long-term fit today.

Ben Domingue shares why he left UBS after building a $2B business, how advising entrepreneurs pushed him toward ownership, and what changes when you “eat your own home cooking.”