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Latest Resources

  • The Dynamics of Human Capital: Retention, Compensation, and Culture in the Modern Advisory Firm

    discussion

    Topics:
    Compensation, Next-Gen, Growth

    Read more

  • Build With Purpose: Clarifying Direction and Taking Action on What Comes Next

    discussion

    Topics:
    Enterprise Growth, Sustainability, Growth, Valuation & Benchmarking

    Read more

  • Scaling Smarter: Unlock Growth, Liquidity, and Freedom with Sell and Stay®

    e_book

    Topics:
    Next-Gen, Growth, Acquisition, Mergers

    Read more

  • The Ultimate Guide to Recruiting and Retaining Top Talent in Wealth Management

    e_book

    Topics:
    Next-Gen, Compensation, Internal Succession & Equity, Continuity Planning

    Read more

  • Beyond Hiring: Turning Talent Strategy into Enterprise Value

    discussion

    Topics:
    Compensation, Next-Gen, Internal Succession & Equity, Sustainability

    Read more

  • Breaking the Mold: Advice on Building the Firm of the Future

    discussion

    Topics:
    Mergers, Growth, Next-Gen, Acquisition, Enterprise Growth

    Read more

  • Talent Workbook

    worksheet

    Topics:
    Next-Gen, Internal Succession & Equity, Compensation, Sustainability

    Read more

  • Winning the Talent Race: What the Next Generation Really Wants—and How to Deliver It

    discussion

    Topics:
    Next-Gen, Compensation, Internal Succession & Equity, Growth

    Read more

  • Designing Your Team for Profitable Growth

    discussion

    Topics:
    Compensation, Mergers, Next-Gen, Sustainability

    Read more

  • From Strategy to Success: The Pivot that Doubled Profit

    case_study

    Topics:
    Valuation & Benchmarking, Mergers, Sustainability, Growth

    Read more

  • Market Turbulence and Its Impact on the Financial Advisory Industry and M&A

    discussion

    Topics:
    Mergers, Acquisition, External Sale, Exit Planning, Internal Succession & Equity

    Read more

  • Plan for Transition Workbook

    worksheet

    Topics:
    External Sale, Exit Planning, Mergers

    Read more
View all resources

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    Partnering with FP Transitions has been an exceptional experience. Right from the start, their consultants' friendly demeanor and unwavering support made the acquisition process smooth sailing. Their depth of knowledge and expertise shone through in every interaction, presenting opportunities that perfectly aligned with my needs and aspirations. Their professionalism has been consistently impressive, and collaborating with them over the past few years has been a true pleasure.

    Timothy F. Fisher, CFP®, MPAS

    Managing Director, Wealth Advisor, Carson Wealth

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    Six years ago, we teamed up with FP Transitions to craft a succession blueprint for our company. Today, we're thrilled to be executing our fourth series of transitions to the next wave of owners. The integrated expertise of FP Transitions, encompassing Consulting, Valuation, Analytics, and Legal services, has consistently streamlined the process, ensuring each handover is a success.

    Sonia Ernst

    Managing Partner, Manager of Trading and Operations, Cabot Wealth Management

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    Transitioning from a major broker dealer to acquiring four books of business and establishing an independent office was quite the challenge, especially when it came to dealing with all the legal documentation. Thankfully, FP Transitions was there every step of the way, providing us with invaluable guidance and support to build a solid foundation for our new venture. It's impressive how, in just 6 months, FP's internal legal team managed to draft 54 legal documents tailored precisely to our needs. Partnering with FP significantly reduced our risk, especially with the flexible earnout purchase model based on revenue. The experience taught us the importance of thorough education and meticulous documentation, making our transition smoother and more secure, all thanks to the expertise and assistance of FP Transitions.

    Dan

    President of an Independent Broker/Dealer Office in SE US

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    For several years, FP Transitions has been an invaluable collaborator, guiding us through numerous business shifts. Their expertise ranges from providing a comprehensive business valuation analysis, onboarding G2 advisors, to crafting succession plans. Our discussions with FP Transitions consistently result in actionable insights that drive our business planning and growth. We deeply value our partnership with FP Transitions and their exceptional team.

    Bradley N. and Zachary B.

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    I want to compliment the FP Transitions team for their exceptional EMS™ Program! I simply must commend the team for curating an abundance of highly useful exclusive resources. Thank you, FP Transitions, for being a powerful and positive force in our industry. The depth and quality of their resources have truly transformed how we approach our work. Their commitment to excellence is evident and greatly appreciated.

    Todd R.E. Stryker

    First Pacific Financial

  • Star Star Star Star Star

    Nearly a decade ago, we engaged FP Transitions with a clear goal in mind: to accurately value our practice and lay the foundation for the transition of ownership. Their guidance was invaluable. From the beginning, they expertly navigated us through each step, offering wise counsel and ensuring nothing was overlooked. Reflecting on the journey, I cannot think of anything which should have been done differently. The fee paid to FP Transitions was an excellent investment for our firm, not an expense.

    James “Skip” Nichols and Financial Planning Resources

  • Star Star Star Star Star

    FP Transitions operates with unwavering honesty and fairness, ensuring a balanced support system for both buyers and sellers. Their dedication to driving deals to completion is unmatched, resulting in a smooth and seamless process. With their stellar reputation in the industry, I gained access to numerous positive merger opportunities. Trustworthy, efficient, and well-connected, FP Transitions is the ultimate partner for navigating transitions in the financial world.

    Bob Stowe, CFP®

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