Thank you for your interest in our Foundations for Success series. All of the sessions have concluded. Please use the links below to access recordings of each presentation in addition to related tools and resources. Fill out the form on this page to get notified of upcoming events from the FP Transitions team.


Aired live on November 19th
The Evolution of Succession & Sustainability
David Grau Sr., JD, President and Founder

Christine Sjölin, SHRM-SCP, VP of Strategic Development & Operations / Partner

Discover the next evolution of succession for the industry. Look beyond any one owner’s career and focus on the creation of long-term, sustainable independence for the business as a whole. In this final session, you'll learn more about:

  • Which key business foundations are needed to support internal succession and long-term sustainability.
  • How choosing to plan and build now will preserve the options you'll have in the future.
  • Where you can focus your sustainability efforts to make the greatest impact.
View Session Recording Here



Aired live on November 5th
Inside the M&A Marketplace 
Eric Leeper, CFA, VP of Research & Analysis / Partner

James Fisher, JD, Director of Mergers & Acquisitions

During the presentation, we explore M&A marketplace activity for 2020 including how projections made in April stack up to the actual data and what we expect to see as we wrap up this unique year. Additionally, you'll discover:

  • How to prepare for your ideal exit.
  • What you can do to maximize the success of your deal.
  • How to identify the right buyer or seller for your transaction.

View Session Recording Here


Aired live on October 22nd
Recruit & Retain Next-Generation Talent 
Christine Sjölin, SHRM-SCP, VP of Strategic Development & Operations / Partner

A strategically cultivated and nurtured team can align business goals, spark exponential growth, and solidify client confidence. In this session discover:
  • Considerations for building your recruitment strategy.
  • Important dates and resources for executing your search.
  • Common recruitment and retention tools for bringing on young advisors.

View Session Recording Here

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