START HERE - BUYERSFP Transitions is the nation's largest and best known full service listing and consulting firm for the financial services industry. We help independent registered reps, registered investment advisors, certified public accountants and insurance agents seeking to buy, sell or create an exit plan for their practice. As a buyer, you will find no better source of information and deal support, all for a annual membership fee of $150 – a complete list of benefits can be found below. | ON THIS PAGE... |
LIST OF MEMBER BENEFITS
For a membership fee of only $150 per year, members of FP Transitions receive:
- Access to our seller's listings
- Instant e-mail notifications of new practices in their area
- The ability to communicate directly with our sellers
- An increase in their "buyer's rating" to reflect their participation in our system
- Exclusive monthly "members only" conference calls on issues in the transitions industry
- A toll-free hotline for all of your questions: 800.934.3303
- Access to the Knowledge and Data Center
- And more!
ACQUISITION SECRETS FOR TODAY'S MARKETPLACE
This series of 12 webinars complete with articles, white papers and guest speakers, as well as a special benefit package upon completion, provides buyers with detailed instruction focused on four key areas:
- Acquisition Strategies – Where to find sellers and how to determine fair market value
- Deal Mechanics – How to structure the deal and control risk
- Tax Strategies – Learn how to write off the entire purchase price
- Closing the Deal – How to retain clients and assets for the long term
For just $25 per month, participants will receive the complete 12-month series. Join any time!
BUYER RATING SYSTEM
FP Transitions now features a Buyer’s Rating System. The Buyer’s Rating System is a simple method of measuring a buyer’s experience and knowledge about practice acquisition in the open marketplace. Buyers can earn points in a variety of ways and these points will provide sellers additional information on their experience and knowledge of the acquisition market when you inquire. For more information on the Buyer's Rating System click the button below.
COMPREHENSIVE TRANSACTION SUPPORT (CTS)
Have you already found a buyer or seller to work with? FP Transitions' Comprehensive Transaction Support program can help you put your deal together quickly and correctly - we provide advice on deal structuring, tax allocation, and seller financing, as well as a full library of form contracts, all on a flat-fee basis. For more information about the CTS program, click here.
BASIC QUESTIONS
If you have basic questions on the following subjects, please click on the button below to visit our Frequently Asked Questions page. If you do not find answers to what you are looking for, please do not hesitate to call us at 800.934.3303 or email us at questions@businesstrans.com.
- Financing
- Deal Structures
- Client Retention
- Geographical Location of Acquisition
- Buyer Rating
