TRANSITION TALK

10 Reasons to Professionally Value Your Business

FP Transitions on Nov 28, 2018 2:08:05 PM

If At First You Don't Succeed...

FP Transitions on Nov 9, 2018 9:53:20 AM

FPA Annual Recap : Elevating the Profession

Christine Sjölin on Oct 19, 2018 9:50:20 AM

BOOK REVIEW: Successful Hiring for Financial Planners: The Human Capital Advantage by Caleb Brown, CFP

Kem Taylor on Oct 17, 2018 1:01:45 PM

Course Corrections for Your Succession Plan

FP Transitions on Oct 11, 2018 9:42:48 AM

SOLD : September 2018

FP Transitions on Oct 4, 2018 2:11:03 PM

NexGen Update from the San Diego FPA Chapter Symposium

Kem Taylor on Sep 28, 2018 10:01:00 AM

Which Exit Path is Right For You?

FP Transitions on Sep 20, 2018 11:53:53 AM

Maximizing Business Growth Through Benchmarking

Marcus Hagood on Sep 14, 2018 8:48:16 AM

SOLD : July / August 2018

FP Transitions on Sep 6, 2018 7:00:00 AM

David Grau Sr., JD on Advisor2Advisor Podcast

FP Transitions on Sep 4, 2018 11:42:47 AM

Reminiscing About the Future : 20 Years in the Making

David Grau Sr., JD on Aug 27, 2018 7:00:00 PM

How to Successfully Inquire on the Open Market

James Fisher, JD on Aug 22, 2018 5:00:00 AM

Creative Acquisition Approaches

Rachel Beckwith on Aug 8, 2018 11:13:29 AM

The Importance of Human Capital – A Founder's Perspective

David Grau Sr., JD on Aug 1, 2018 10:46:31 AM

There Has Never Been a Better Time to Sell

David Grau Sr., JD on Jul 23, 2018 4:27:01 PM

"Sustainability and the Future of the Profession" – NEW FPT article in Journal of Financial Planning, July 2018

FP Transitions on Jul 9, 2018 11:42:43 AM

SOLD : May / June 2018

FP Transitions on Jul 6, 2018 7:00:00 AM

Defining Your Enterprise: Taking Stock & Moving Forward

David Grau Sr., JD on Jun 26, 2018 10:30:00 AM

Asking Your Boss for Ownership

Kem Taylor on Jun 21, 2018 10:10:21 AM

The Three Pillars of a Successful Advisory Business

David Grau Sr., JD on May 24, 2018 2:26:19 PM

NAPFA National Conference 2018 - Recap

Kem Taylor on May 24, 2018 11:32:14 AM

FP Transitions Ryan Grau, CVA, CBA Honored as NACVA's 40 Under Forty

FP Transitions on May 21, 2018 9:34:00 AM

8 Considerations for Your Merger Strategy

FP Transitions on May 18, 2018 7:06:12 AM

SOLD : March / April 2018

FP Transitions on May 7, 2018 8:00:00 AM

FPA Retreat 2018 - Recap

Kem Taylor on May 4, 2018 9:15:01 AM

Six Steps to Creating An Effective Continuity Plan

Marcus Hagood on May 2, 2018 12:00:00 AM

FP Transitions President & Founder, David Grau Sr., J.D. Honored at Icons & Innovators Awards

FP Transitions on Apr 17, 2018 2:09:26 PM

An Unsolicited Offer to Buy – Is It Time to Sell?

Kem Taylor on Apr 10, 2018 11:39:15 AM

Safeguarding Your Value Through Continuity

FP Transitions on Apr 4, 2018 1:53:08 PM

Shared Risk / Shared Reward - Financing Your Deal

David Grau Sr., JD on Mar 29, 2018 1:58:00 PM

Your Catalyst for Growth and Progress: Focus on Your Team

Colleen Jordan Hallinan on Mar 13, 2018 8:40:53 AM

Preparing for the Next Tranche in Your Succession Plan

Kem Taylor on Mar 7, 2018 11:21:00 AM

SOLD : February 2018

FP Transitions on Mar 6, 2018 3:23:00 PM

What Makes a Successful Buyer? [VIDEO]

FP Transitions on Mar 2, 2018 10:07:41 AM

Succession Planning in the Family - Simple or Difficult?

Elise Rogers on Feb 21, 2018 3:12:35 PM

SOLD : January 2018

FP Transitions on Jan 31, 2018 3:42:00 PM

Top 10 Drivers of Business Value

FP Transitions on Jan 24, 2018 9:23:30 AM

Closing the Succession Gap

FP Transitions on Jan 17, 2018 1:33:35 PM

3 Job Interview Questions Next Generation Advisors Should be Asking

Kem Taylor on Jan 11, 2018 12:58:24 PM

SOLD : November / December 2017

FP Transitions on Dec 28, 2017 2:34:00 PM

Predatory Buyers

FP Transitions on Nov 30, 2017 11:50:09 AM

SOLD : October 2017

FP Transitions on Oct 31, 2017 1:30:00 PM

5 Compliance Mistakes You're Probably Making

Rachel Beckwith on Oct 17, 2017 1:28:00 AM

SOLD : August / September 2017

FP Transitions on Sep 29, 2017 4:20:00 PM

A Focus on Reputation and Client Trust for Acquisition Success

Jessica Villagrana on Sep 27, 2017 1:16:22 PM

Compliance, Acquisition, & Value : A Special Roundtable Talk Series with Bates Group

FP Transitions on Sep 7, 2017 8:36:01 AM

Is Your Business Ready for the Road Ahead? : Strategies for Organizational Growth [VIDEO]

FP Transitions on Aug 21, 2017 1:54:42 PM

David Grau Sr., JD on Better Conversation. Better Outcomes. Podcast

FP Transitions on Aug 14, 2017 1:42:36 PM

SOLD : June / July 2017

FP Transitions on Jul 31, 2017 3:10:00 PM

SOLD : May 2017

FP Transitions on May 31, 2017 3:40:00 PM

SOLD : April 2017

FP Transitions on May 8, 2017 1:00:00 PM

The Push and Pull : Drivers of Succession Success

Laurie Nichols, RLP, CPC & ELI—MP on May 4, 2017 2:02:46 PM

PRESS RELEASE : Financial Planning Association, FP Transitions Partner to Support Next Generation of Financial Planners

FP Transitions on Apr 26, 2017 1:54:08 PM

6 Considerations for Selling Your Business

FP Transitions on Apr 11, 2017 3:46:48 PM

SOLD : February / March 2017

FP Transitions on Apr 4, 2017 10:00:00 AM

INTRODUCING Roundtable Talks – A New Video Series

FP Transitions on Mar 31, 2017 8:06:49 AM

Your Transition Team & Nonadvocacy Support (Excerpt)

FP Transitions on Mar 9, 2017 8:09:21 AM

Fleischer v. Commissioner: Has Your World Changed?

Rod Boutin, JD on Feb 17, 2017 3:14:43 PM

SOLD : January 2017

FP Transitions on Feb 8, 2017 11:00:00 AM

Your Future, Your Choice

Laurie Nichols, RLP, CPC & ELI—MP on Feb 7, 2017 9:07:22 AM

Succession and The Family Business [VIDEO]

FP Transitions on Jan 17, 2017 12:52:19 PM

Navigating Uncertainty in Turbulent Times  [NEW RESOURCE]

Jessica Villagrana on Jan 10, 2017 10:31:48 AM

Using Multiples for Value [INFOGRAPHIC]

FP Transitions on Dec 19, 2016 9:52:07 AM

Mirror, Mirror

Laurie Nichols, RLP, CPC & ELI—MP on Dec 7, 2016 9:00:30 AM

Ship vs. Liferaft - What Are YOU Building?

FP Transitions on Dec 6, 2016 9:17:33 AM

The Dangers of Napkin Negotiations

Jeanie O'Reilly Northcutt on Nov 2, 2016 12:55:10 PM

The M in M&A

FP Transitions on Oct 26, 2016 9:10:40 AM

SEC Proposed Rule 206(4)-4 & Proposed Amendments to Rule 204-2 Business Continuity & Transition Plans

Marcus Hagood on Oct 18, 2016 3:37:25 PM

Someday is Today

Laurie Nichols, RLP, CPC & ELI—MP on Oct 12, 2016 1:34:47 PM

Client Success Story : The Growth Machine [VIDEO]

FP Transitions on Oct 5, 2016 8:03:41 AM

CASE STUDY: Open Market Redemption

FP Transitions on Sep 27, 2016 9:40:43 AM

Thriving from the Other Side of Selling

Laurie Nichols, RLP, CPC & ELI—MP on Sep 7, 2016 10:32:08 AM

NEW BOOK - Now Available

FP Transitions on Aug 31, 2016 10:42:55 AM

7 Acquisition Tactics You Can Implement Today

Elise Rogers on Aug 16, 2016 8:24:12 AM

Continuity Partner Matching

FP Transitions on Jul 20, 2016 8:14:25 AM

M&A Data Release

FP Transitions on Jul 1, 2016 11:29:09 AM

Industry Headwinds [NEW WEBCAST]

FP Transitions on Jun 9, 2016 1:56:37 PM

Succession Success Story [VIDEO]

FP Transitions on Apr 20, 2016 11:00:00 AM

Department of Labor “Fiduciary” Rule, Headwind or Hurricane?

Marcus Hagood on Mar 31, 2016 9:54:32 AM

CASE STUDY: Acquisition Wrap Up

FP Transitions on Mar 24, 2016 9:13:11 AM

[FP WEBCAST] Organizational Structures

FP Transitions on Feb 29, 2016 1:00:00 PM

Top 6 Ways to Grow Your Business

Christine Sjölin on Jan 28, 2016 9:52:57 AM

Acquisition Tip of the Week #10

FP Transitions on Jan 26, 2016 11:39:00 AM

Acquisition Tip of the Week #9

FP Transitions on Jan 13, 2016 10:09:00 AM

Acquisition Tip of the Week #8

FP Transitions on Jan 6, 2016 1:00:00 PM

Happy Holidays!

FP Transitions on Dec 17, 2015 12:00:00 PM

Acquisition Tip of the Week #7

FP Transitions on Dec 16, 2015 1:00:00 PM

Acquisition Tip of the Week #6

FP Transitions on Dec 9, 2015 9:26:07 AM

Another Dimension to "Transition"

Christine Sjölin on Dec 8, 2015 8:57:11 AM

Inevitability. Responsibility. Commitment. [VIDEO]

FP Transitions on Dec 7, 2015 1:00:00 PM

Acquisition Tip of the Week #5

FP Transitions on Dec 2, 2015 2:00:00 PM

What's Next...[VIDEO]

FP Transitions on Nov 24, 2015 1:00:00 PM

Acquisition Tip of the Week #4

FP Transitions on Nov 19, 2015 2:57:48 PM

Acquisition Tip of the Week #3

FP Transitions on Nov 12, 2015 10:00:00 AM

[FP WEBCAST] Enterprise Strength vs. Revenue Strength

FP Transitions on Nov 11, 2015 1:00:00 PM

Acquisition Tip of the Week #2 : Continuity

FP Transitions on Nov 5, 2015 10:05:36 AM

INTRODUCING : Acquisition Tip of the Week

FP Transitions on Oct 28, 2015 10:31:00 AM

Brad Says

FP Transitions on Aug 28, 2015 9:00:00 AM

Gaining Peace of Mind: Tips for Selling Your Practice

Jeanie O'Reilly Northcutt on Aug 19, 2015 10:00:00 AM

Non-Advocacy M&A [VIDEO]

FP Transitions on Aug 17, 2015 9:00:00 AM

FREE Continuity White Paper

FP Transitions on Aug 11, 2015 9:30:00 AM

The Faces of FP [VIDEO]

FP Transitions on Aug 5, 2015 1:44:00 PM

Brad Says...

FP Transitions on Jul 24, 2015 10:43:55 AM

Robo Advisors: Threat or Asset?

Rachel Beckwith on Jul 21, 2015 1:00:00 PM

Brad Says ...

FP Transitions on Jun 19, 2015 9:54:58 AM

A New Goal for a New Generation

David Grau Sr., JD on Jun 9, 2015 1:30:00 PM

The Two Biggest "What If"s of Internal Succession Planning

David Grau Sr., JD on May 28, 2015 10:00:00 AM

Decrypting Continuity [INFOGRAPHIC]

FP Transitions on May 5, 2015 1:06:00 PM

[FP WEBCAST] Lifestyle Succession Plan

FP Transitions on Apr 16, 2015 9:55:00 AM

The Art of Valuation

FP Transitions on Apr 14, 2015 10:00:00 AM

How to Jump to the Top of the Buyer List

FP Transitions on Apr 8, 2015 10:00:00 AM

Continuity Challenge #1: Finding a Partner

FP Transitions on Mar 30, 2015 10:41:09 AM

Introducing FP Webcasts

FP Transitions on Mar 26, 2015 11:14:24 AM

[FP WEBCAST] Advanced Considerations in Succession & Equity

FP Transitions on Mar 26, 2015 9:59:00 AM

The Perfect Fit

FP Transitions on Mar 3, 2015 1:43:00 PM

One Chance to Do it Right : A Seller's Story [CASE STUDY]

FP Transitions on Feb 23, 2015 2:00:00 PM

Securing Value for Your Future

FP Transitions on Feb 19, 2015 8:00:00 AM

Boosting Curb Appeal

FP Transitions on Nov 11, 2014 2:30:00 PM

Employee Compensation Strategies

FP Transitions on Oct 16, 2014 10:00:00 AM

Don't Just Take Our Word For It

FP Transitions on Oct 14, 2014 9:00:00 AM

Charting Your Succession Course

FP Transitions on Jul 24, 2014 3:37:00 PM

My Second Book - Nailing it From Word One

David Grau Sr., JD on Jul 21, 2014 5:00:00 AM

My First Book

David Grau Sr., JD on Jul 16, 2014 7:00:00 AM

Benzinga PreMarket Prep Interview

FP Transitions on Jul 9, 2014 8:00:00 AM

Succession Planning Can Boost Business

FP Transitions on Jun 26, 2014 11:30:00 AM

Remodel Cash Flow to Build Businesses of Enduring Value

FP Transitions on Jun 19, 2014 4:34:00 PM

Isn't it Ironic?

FP Transitions on Jun 6, 2014 1:40:00 PM

Revenue Sharing Vs. Equity: Beware Of 'Eat What You Kill'

FP Transitions on Jun 3, 2014 2:51:00 PM

Succession Planning : The Next Generation of Ownership

David Grau Sr., JD on Feb 12, 2014 6:00:00 AM

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