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FP Transitions helps advisors grow and strengthen their practices. Whether you’re interested in acquisition or benchmarking services, FP Transitions can help you build a stronger, more stable business. Below, you can learn more about the Acquisition Secrets Course, as well as the pre-eminent benchmarking service in the industry today, the EquityBuilder. And, if you’re ready to build a business of enduring and transferable value, FP Transitions can help you set up an industry specific entity structure along with an internal ownership track using our EntityBuilder program.
One of the fastest ways to grow your business is through practice acquisition, and with more than half of the industry now over age 50, the opportunity is at hand. FP Transitions has worked with thousands of buyers and offers a specific course designed to help advisors learn the intricacies of setting up and implementing a successful acquisition strategy.
Acquisition Secrets in Today's MarketplaceThe fastest way to grow your business is through an acquisition, and with more than half of this industry now over age 50, the opportunity is at hand. FP Transitions has worked with thousands of successful buyers over the past decade and has distilled the secrets of acquisition success into a detailed course curriculum designed to help advisors master the intricacies of buying a financial services practice.
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Comprehensive Transaction SupportFor those buyers and sellers who have already agreed on their purchase price and deal structure, but are looking for guidance, non-advocacy deal support, and industry-specific form contracts to help them complete the deal, the CTS Program is the perfect tool. The buyer and seller receive consulting time with a Transitions specialist, tax allocation information, and a detailed, post-closing transition plan.
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EquityBuilderTMFor independent investment professionals who want to take their businesses to the next level, FP Transitions EquityBuilder™ offers detailed information on how to do the job right. The EquityBuilder provides the ability to “look over the shoulder” of not only your peers, but also owners of larger, more valuable firms to see how their methods and results compare to yours, utilizing one of the largest, most detailed operational databases in the industry.
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EntityBuilderTMStudies prove that the most successful financial professionals are set up as either a corporation or a limited liability company – structures that allow for internal ownership tracks, equity recycling, and an on-going service model. FP Transitions’ EntityBuilder™ is designed to make this complex process simple and affordable. You’ll receive consulting support, industry-specific formation of a corporation or LLC, a Comprehensive Valuation, a continuity agreement to protect the shareholders, and more.
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Open MarketWhen an advisor is ready to exit the business and wants to sell to a third party, FP Transitions’ open-market listing system can help find the right buyer and provide assistance and support throughout the entire process. Payment is due only if the deal is successfully completed. The FP Transitions open-market process, now ten years old, includes industry-specific form contracts.
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