Studies 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.
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FP transitions’ Entity Builder™ is designed to make this complex process simple, affordable, and turnkey. FP Transitions will provide you:
- EntityBuilder Manual - A detailed manual to help understand pros and cons of each choice, proper usage of an entity and potential compliance concerns. This manual will serve as a valuable tool on an ongoing basis, and is the only manual of its kind, specific to the nuances of the financial services industry;
- Turnkey setup by FP Transitions of an industry specific organizational documents for your state (includes filing fees up to $250);
- A Comprehensive Valuation Report;
- A Continuity Agreement (Buy-Sell Agreement) to help protect the clients & value;
- The first annual review at no additional cost (including an updated valuation, updated continuity agreements, corporate document review) to measure your progress, all for a low, flat fee.
1) Download the Entity Builder Engagement Agreement
2) Print and complete the Agreement.
3) Fax the Agreement to FP Transitions at 503.452.4205.
6) A member of the FP Transitions team will contact you to talk you about the next steps in the process.
For more information, call our Customer Service Dept. at 800.934.3303, or Contact Us for details.