TRANSITION TALK

Important Legal Updates 2024: What They Mean for You & Your Business

FP Transitions on Mar 26, 2024 4:16:07 PM

The Rolling 5-Year Plan: Solving Succession Challenges

FP Transitions on Feb 21, 2024 9:00:00 AM

Buyer and Seller – Finding the Perfect Match

FP Transitions on Feb 13, 2024 9:00:00 AM

Preparing for the Next Tranche in Your Succession Plan

Kem Taylor on Dec 4, 2023 9:30:00 AM

Building the Right Team to Support Your Business Priorities

FP Transitions on Dec 4, 2023 9:00:00 AM

The Dangers of Napkin Negotiations

FP Transitions on Nov 23, 2023 9:00:00 AM

M&A Trend Alert: Longer Post-Closing Periods - M&A Playbook

FP Transitions on Nov 22, 2023 12:05:00 PM

Mergers - A Nontraditional Growth & Acquisition Strategy

FP Transitions on Nov 6, 2023 9:00:00 AM

Making the Acquisition Process Work for You - M&A Playbook

FP Transitions on Nov 3, 2023 1:54:00 PM

The Three Pillars of a Successful Advisory Business

David Grau Sr., JD on Nov 1, 2023 9:15:00 AM

Purpose, Perspective, Premise — the Three Ps of Business Valuation

FP Transitions on Nov 1, 2023 9:00:00 AM

What Sellers Want - Multi-Generational Buyers - M&A Playbook

FP Transitions on Oct 25, 2023 3:33:00 PM

Fit Above Everything Else - M&A Playbook

FP Transitions on Oct 4, 2023 12:21:00 PM

Business Insights Solving for Growth & Capacity Constraints

FP Transitions on Oct 3, 2023 9:00:00 AM

What Sellers Should Ask About Instead of Multiples - M&A Playbook

FP Transitions on Sep 27, 2023 1:04:00 PM

Our Dealmaking Framework

FP Transitions on Sep 27, 2023 8:00:00 AM

The Invaluable Role of Mediator in M&A

FP Transitions on Sep 12, 2023 8:00:00 AM

Strength in the Marketplace - M&A Playbook

FP Transitions on Sep 7, 2023 12:39:00 PM

Top 10 Drivers of Business Value

FP Transitions on Sep 6, 2023 8:00:00 AM

Independent Advisors Will Unlock the Future (If They Can Hold Onto the Keys)

FP Transitions on Sep 5, 2023 9:15:00 AM

Why Your Next-Gen Stakeholders Should Be a Part of Your M&A Discussions - M&A Playbook

James Fisher, JD on Aug 31, 2023 10:21:49 AM

Selling Your Practice, One Chance to Do it Right

FP Transitions on Aug 30, 2023 9:30:00 AM

What We Wish Borrowers Knew with Oak Street Funding - M&A Playbook

FP Transitions on Aug 23, 2023 3:43:33 PM

What Makes a Firm Desirable? - M&A Playbook

James Fisher, JD on Aug 10, 2023 3:23:00 PM

10 Reasons to Value and Monitor Your Practice

FP Transitions on Aug 4, 2023 9:50:31 AM

TREND REPORT: More G2s Seeking Ownership Earlier

FP Transitions on Jul 26, 2023 11:34:10 AM

Price, Not Value, Is a Product of Negotiation

FP Transitions on Jul 24, 2023 9:00:00 AM

Lending for Successors: What Advisors Need to Know

FP Transitions on Jul 24, 2023 9:00:00 AM

Lending Advice from FP Transitions and Oak Street Funding

FP Transitions on Jul 6, 2023 9:00:00 AM

Are You Ready for Ownership?

FP Transitions on Jul 5, 2023 9:00:00 PM

Continuity is Not Succession

FP Transitions on Jul 3, 2023 9:00:00 AM

Defining Your Enterprise: What Are You Building?

David Grau Sr., JD on Jun 20, 2023 10:30:00 AM

Solutions to the Advisor Marketing Yo-Yo Effect

FP Transitions on Jun 19, 2023 10:00:00 AM

Ideas Without Action? You’re Not Alone.

FP Transitions on Jun 15, 2023 12:34:49 PM

Elements of A Winning Recruitment Strategy

FP Transitions on Jun 8, 2023 12:00:00 PM

Avoiding Deal Fatigue - FPT M&A Playbook

James Fisher, JD on May 15, 2023 9:30:00 AM

A Market Update from James Fisher, JD - FPT M&A Playbook

James Fisher, JD on May 3, 2023 5:19:24 PM

The Biggest "What-Ifs" of Internal Succession Planning

David Grau Sr., JD on Apr 25, 2023 10:00:00 AM

Preparing to Sell Your Practice

David Grau Sr., JD on Apr 19, 2023 9:57:00 AM

Tips for Increasing Firm Value

FP Transitions on Apr 11, 2023 10:00:00 AM

2023 Financing Update - An Interview with Live Oak Bank

FP Transitions on Feb 27, 2023 9:26:00 AM

Your Catalyst for Growth and Progress: Focus on Your Team

Colleen Jordan Hallinan on Feb 1, 2023 3:45:00 PM

(Tech) Stacked for Growth

FP Transitions on Jan 12, 2023 10:12:00 AM

Understanding Sell and Stay®, the Gradual Exit Plan

FP Transitions on Jan 5, 2023 10:00:00 AM

The Perfect Fit

FP Transitions on Dec 7, 2022 1:43:00 PM

7 Acquisition Tactics You Can Implement Today

Elise Rogers on Oct 10, 2022 8:50:00 AM

Mark, Measure, Monitor and Master KPIs to Maximize Growth, Profit, and Value

FP Transitions on Oct 6, 2022 11:46:21 AM

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

Kem Taylor on Sep 23, 2022 11:43:38 AM

How To Build the Best Continuity Plan for You

EMS Team on Jul 26, 2022 1:25:00 PM

Maximizing Key Drivers For Business Revenue and Growth

FP Transitions on Jul 12, 2022 9:15:00 AM

Surviving Deal Fatigue

FP Transitions on Jun 28, 2022 9:30:00 AM

M&A Mid-Year Update

FP Transitions on Jun 8, 2022 12:00:00 AM

Applying Our Own Advice to Ourselves, Not Just Our Clients

FP Transitions on Jun 3, 2022 5:00:00 AM

4 Tips for Building a Strong Foundation

FP Transitions on May 26, 2022 12:00:00 PM

Recap of the FPT 2022 M&A Market Update

FP Transitions on May 8, 2022 7:13:00 PM

Top 6 Ways to Grow Your Business

FP Transitions on Apr 11, 2022 2:30:00 PM

Succession Planning Course Corrections

FP Transitions on Mar 29, 2022 12:30:00 PM

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

Kem Taylor on Mar 22, 2022 7:45:00 AM

Enhancing Your Successor Traits as a Woman in Wealth

FP Transitions on Mar 8, 2022 3:38:39 PM

LLC vs. Corporation. Which entity structure fits your goals?

FP Transitions on Feb 23, 2022 1:32:32 PM

Continuity Partner Matching, a Benefit of EMS™ Professional

FP Transitions on Feb 17, 2022 8:00:00 AM

Addressing Sustainability – One step at a time.

FP Transitions on Jan 12, 2022 12:54:26 PM

The Sell and Stay® Strategy

FP Transitions on Jan 3, 2022 10:39:00 AM

11 Places to Find Top Talent

Kem Taylor on Nov 29, 2021 7:57:00 AM

KPIs. What are Key Performance Indicators, and how do you Leverage them?

FP Transitions on Nov 29, 2021 7:47:00 AM

Leveraging the FPT Open-Market Advantage

FP Transitions on Aug 31, 2021 1:34:12 PM

Debunking Five M&A Myths

FP Transitions on Aug 20, 2021 3:47:30 PM

FP Transitions Named Top 10 Valuation Service Companies - CFO Tech Outlook

FP Transitions on Aug 18, 2021 10:50:48 AM

Mid-Year Market Update - Key Insights

FP Transitions on Aug 9, 2021 3:07:11 PM

Balancing Enterprise Strength and Revenue Strength

FP Transitions on Jul 30, 2021 3:29:19 PM

The Fine Art of Enterprise Consulting

David Grau Sr., JD on Jul 26, 2021 5:10:17 PM

Estimating Value Based on Recurring Revenue

FP Transitions on Jun 7, 2021 2:18:00 PM

Aligning Ownership Priorities for Success

Kem Taylor on Jan 28, 2021 2:17:34 PM

The Opportunity of a New Year

FP Transitions on Jan 4, 2021 2:47:00 PM

Managing Roadblocks Along the Next-Gen Ownership Path

FP Transitions on Dec 8, 2020 7:24:01 AM

The Case Against Revenue Splits [Article]

FP Transitions on Oct 28, 2020 6:16:00 AM

Identifying Key Successor Traits

FP Transitions on Oct 21, 2020 6:19:34 PM

Virtual Meetings : Navigating the Tools [Video]

FP Transitions on Oct 14, 2020 4:22:20 PM

Benefits of Synthetic Equity for Next-Generation Owners

Stuart Smith, JD on Sep 30, 2020 4:56:11 PM

Remodeling Cash Flow [Article]

FP Transitions on Sep 10, 2020 10:23:33 AM

Process Overview: Selling Your Business on the Open Market

FP Transitions on Aug 19, 2020 9:12:05 PM

Considering Key Staff During the Sale of Your Business

FP Transitions on Jul 30, 2020 1:25:00 PM

Buyer Benefits of a Sell and Stay® Transaction

FP Transitions on Jul 22, 2020 10:59:00 AM

Don't Forget to Take a Vacation!

Kem Taylor on Jul 20, 2020 4:12:35 PM

The Four Greatest Opportunities for Financial Advisors

FP Transitions on Jul 16, 2020 7:27:21 AM

Preparing for Success in the M&A Arena : Pre-Qualifying for Bank Financing

Kem Taylor on Jun 10, 2020 1:59:16 PM

Monitoring the Health of Your Business with Annual Checkups

Mike McKennon on May 28, 2020 10:57:46 AM

My First Virtual Conference!

Kem Taylor on May 22, 2020 11:04:00 AM

Synthetic Equity

FP Transitions on May 6, 2020 10:43:48 AM

Offers in the Mail

David Grau Sr., JD on Apr 30, 2020 1:13:11 PM

Virtual Meetings : Looking Your Best [Video]

FP Transitions on Apr 13, 2020 10:22:15 AM

Controlling What You Can, Learning From What You Can’t

Marcus Hagood on Apr 1, 2020 4:44:25 PM

News Roundup: Business Preparedness and Compliance

FP Transitions on Mar 26, 2020 4:53:59 PM

Continuity Now : Don't Leave Your Business Unprotected

Lisa Cordial and Mike McKennon on Mar 26, 2020 12:27:00 PM

News Roundup: Communicating with Clients During a Crisis

FP Transitions on Mar 25, 2020 10:22:00 AM

Be a Resource in Times of Uncertainty

Brad Bueermann on Mar 24, 2020 1:44:34 PM

News Roundup: Expert Tips for Working Remotely

FP Transitions on Mar 18, 2020 10:27:52 AM

Create a Schedule : Tips for Working from Home with Kids

Elise Rogers on Mar 17, 2020 4:26:00 PM

Structuring Ownership Compensation

Stuart Smith, JD on Mar 11, 2020 8:52:42 AM

G2 Perspectives : Advice for Next-Generation Owners

FP Transitions on Feb 27, 2020 1:39:54 PM

Financing for Successors

FP Transitions on Feb 21, 2020 10:32:39 AM

Cultivating Talent Through Culture (NEW Webcast)

FP Transitions on Jan 29, 2020 3:23:00 PM

Happy Holidays!

FP Transitions on Dec 23, 2019 10:51:00 AM

Targeted Growth Solutions for Financial Advisors - FREE eBook Download

FP Transitions on Nov 13, 2019 1:17:01 PM

Elevating a Legacy : A G2 Success Story

David Grau Sr., JD on Nov 7, 2019 12:18:25 PM

Next-Gen Impact

Kem Taylor on Oct 23, 2019 5:11:16 PM

NEW Roundtable Talk - G2 Perspectives : Cultural Fit and the Ownership Mentality

FP Transitions on Oct 21, 2019 11:59:31 AM

FPT in the News - Journal of Financial Planning: Lay the Foundation for the Next Generation of Ownership

FP Transitions on Oct 10, 2019 10:20:39 AM

Entrepreneurs Need Intrapreneurs

Kem Taylor on Oct 8, 2019 2:49:38 PM

Plotting Your Exit

FP Transitions on Sep 27, 2019 2:10:05 PM

FPT in the News - The New York Times : Wealth Advisory Firms Are Merging, but What’s in It for Clients?

FP Transitions on Sep 13, 2019 1:03:22 PM

A Green Paper for Financial Advisors

Stuart Smith, JD on Sep 13, 2019 12:42:27 PM

FPT in the News - FA Magazine : Roadmap to an Internal Succession Plan

FP Transitions on Sep 10, 2019 9:22:01 AM

Preparing Yourself (and Your Boss) for Ownership

FP Transitions on Aug 13, 2019 11:22:15 AM

NEW Roundtable Talk - Time : An Essential Element of Succession Planning

FP Transitions on Aug 13, 2019 7:00:00 AM

NEW Webcast - Advanced Strategies for Growth & Profitability

FP Transitions on Jul 24, 2019 10:00:00 AM

Accessing the Next Stages of Growth

Kem Taylor on Jul 17, 2019 11:02:25 AM

NEW Roundtable Talk - The Next Generation Opportunity

FP Transitions on Jun 26, 2019 9:19:00 AM

NEW Webcast - Issues Advisors Face

FP Transitions on Jun 17, 2019 9:12:00 AM

Components of a Deal

FP Transitions on Jun 12, 2019 6:00:00 PM

Technology and Value

FP Transitions on May 14, 2019 11:23:18 AM

Impact of Consolidation

David Grau Sr., JD on May 8, 2019 1:09:44 PM

Coming Soon! Trends in Transactions and Valuation Study

FP Transitions on May 2, 2019 2:37:22 PM

NEW Roundtable Talk - The Synergy of Multigenerational Ownership

FP Transitions on Apr 24, 2019 9:16:00 AM

Rights and Obligations of Equity Ownership

Kem Taylor on Apr 18, 2019 9:21:21 AM

Creating Collaborators Instead of Competitors

FP Transitions on Mar 18, 2019 4:38:46 PM

Structure, Sustainability, & Acquisition Strategy

FP Transitions on Feb 6, 2019 12:03:31 PM

Harnessing the Power of Mergers

David Grau Sr., JD on Jan 30, 2019 9:37:06 AM

Happy Holidays!

FP Transitions on Dec 21, 2018 3:52:00 PM

If At First You Don't Succeed...

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

FPA Annual Recap : Elevating the Profession

FP Transitions on Oct 19, 2018 9:50:20 AM

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

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

Alternatives to a Traditional Acquisition

FP Transitions 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

Asking Your Boss for Ownership

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

NAPFA National Conference 2018 - Recap

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

8 Considerations for Your Merger Strategy

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

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

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

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

Predatory Buyers

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

5 Compliance Mistakes You're Probably Making

FP Transitions on Oct 17, 2017 1:28:00 AM

A Focus on Reputation and Client Trust for Acquisition Success

FP Transitions 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

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

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?

FP Transitions on Feb 17, 2017 3:14:43 PM

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]

FP Transitions on Jan 10, 2017 10:31:48 AM

Mirror, Mirror

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

Ship vs. Life Raft - What Are YOU Building?

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

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

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"

FP Transitions 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

FREE Continuity White Paper

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