REWARD
For most financial advisors, the reward is about control and convenience. Regardless of your goal for retirement, you need information and guidance to determine the best path for your family, your business, your clients, and your staff. Let FP Transitions be your guide.
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.  |
Listings When 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. |
