Growth Solutions

Growing businesses experience many challenges—solving them often requires unique solutions. Enterprise Consulting will help you take your business to the next level.
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The Power of Planning

FP Transitions is proud to partner with the FPA to support the Power of Planning and the Next Generation of Financial Advisors.
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Assess your current value and position as a foundation for achieving growth. Whether your business goals include increasing value, recruiting new talent, selling your business, or building a legacy, FP Transitions has the tools and experts to help you get there.


The FP Transitions M&A Guide

Buying, Selling, and Valuing Financial Practices

Ensuring a successful acquisition or sale is a matter of details. Buying, Selling, & Valuing Financial Practices, the latest book from FP Transitions president and founder, is a master guide to buying, selling, and merging financial services businesses. Tapping into almost two decades of experience in the financial industry’s M&A marketplace, this book provides in depth information and strategic guidance to prepare both buyer and seller for a smooth sale that ensures both walk away with the best possible terms.

This guide and its companion website offer tools, worksheets and valuable advice enabling advisors to:

  • Master the concepts of value and valuation
  • Utilize advanced deal structuring techniques
  • Understand how to acquire a book or practice versus a business
  • Navigate the complexities of this highly-regulated profession

Buying, Selling, & Valuing Financial Practices will ensure that the M&A transaction is properly and professionally executed for an outcome where everyone wins—buyer, seller, and clients.

Also available: Our first book, Succession Planning for Financial Advisors. 

Buying, Selling and Valuing Financial Practices by David Grau Sr., JD
$ 52.35