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Wednesday, August 19, 2026The Morning Brief →Sign in
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Jim Cahn

In PWD coverage since August 18, 2026 · 3 stories
PWD coverage
exit

A $644M solo practice finds an exit in a $160B aggregator

The sale of Weinand Financial, a one-advisor firm, shows a working exit for sub-$1B practices.
The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M
M&A · Aug 18Wealth Enhancement buys a $644 million Washington State tuck-in
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