START HERE - SELLERSThank you for taking the time to learn about FP Transitions as you think about selling your financial services practice. We provide services that allow you to prepare to sell your practice now, or in five to ten years, to complete your own deal with a friend or peer, sell to an employee or partner, or to list your practice on the open market and sell to anyone you choose. |
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FP Transitions can help you transition your business in one of three ways:
- If you are seeking a buyer, our open market listing service will help you get the best successor, best value, and best terms;
- If you have a buyer in mind, our Comprehensive Transaction Support service will help the two of you close your deal;
- If you have an internal buyer in mind (employee/partner), our succession services will help you plan for a controlled exit.
Open Market Listing Service
If you have ever considered selling your financial service practice, we can offer you:
- Complete confidentiality
- A pool of thousands of buyers across the country
- A complete contract package
- Personal, individual guidance from start to finish
- Comparable sales data to help you maximize the value of your practice
- A proven system for selling your practice and transitioning your clients
If you are interested in listing your practice, here are the steps to follow:
1) Download the Engagement Agreement and the questionnaire .
2) Print and complete the Agreement and questionnaire.
3) Fax the Agreement to FP Transitions at 503.452.4205.
4) When the Agreement has been received, a member of the FP Transitions team will contact you regarding the next steps.
Want to know the value of your practice? Learn about our Comprehensive Valuation System by clicking here!
To arrange a confidential conversation about selling your practice, call 800.934.3303 ext. 1000.
