EntityBuilder™

Studies prove that the most successful financial professionals are set up as either a corporation or a limited liability company – structures that allow for internal ownership tracks, equity recycling, and an on-going service model. FP Transitions’ Entity Builder™ is designed to simplify this complex process while making it affordable, and turnkey. In order to guide you through this process FP Transitions will provide you with: a Comprehensive Valuation, setup of industry specific documents for your state, a continuity agreement to help protect your clients and value, and our detailed EntityBuilder™ manual. The EntityBuilder™ manual will help you understand pros and cons of each choice, proper usage of an entity and potential compliance concerns. This manual will serve as a valuable tool on an ongoing basis, and is the only manual of its kind, specific to the nuances of the financial services industry. Regardless of the size of the practice or the number of advisor/owners, the proper entity structure allows for growth, implementation successful equity compensation strategies, and the foundation for an enduring business.

The Right Structure For Your Business

EntityBuilder™
$ 2495