TRANSITION TALK :: Blog | FP Transitions (14)

Posted on March 24, 2016

CASE STUDY: Acquisition Wrap Up

“In the acquisition marketplace, the impression you create can make or break your success. The market is competitive, the industry is tightly regulated, and decisions can be made based on intangible matching criteria and gut feeling. This is the...

Acquisition, M&A, Buying & Selling

Posted on February 29, 2016

[FP WEBCAST] Organizational Structures

When a single advisor with a single book of business reaches a certain level of complexity it makes sense to move it into an entity; an entity with a structure that will support business evolution and growth. Unfortunately, as businesses evolve from...

Posted on January 26, 2016

Acquisition Tip of the Week #10

One of the most important factors in structuring an acquisition deal is figuring out payment terms, including down payments, payments schedules, and expected annual adjustments, if any. It has become a common practice to fully buy out a business...

Acquisition, Tip of the Week, Financing, Bank Financing

Posted on January 13, 2016

Acquisition Tip of the Week #9

In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport, and cultivate trust through transparency.

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Acquisition, Tip of the Week, Due Diligence

Posted on January 6, 2016

Acquisition Tip of the Week #8

In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport and cultivate trust through transparency.

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Acquisition, Tip of the Week, Deal Structure

Posted on December 17, 2015

Happy Holidays!

Wishing you a wonderful holiday sesason and joy throughout the next year.

Don't miss this year's holiday video below. Enjoy!

Posted on December 16, 2015

Acquisition Tip of the Week #7

Why doesn’t “all cash” equal best buyer? Our listings director Jeanie Northcutt tells you why in our latest Acquisition Tip of the Week.

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Acquisition, Tip of the Week

Posted on December 9, 2015

Acquisition Tip of the Week #6

There’s a big difference between just knowing you’re the best and proving you’re the best to a seller who doesn’t know you at all.

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Tip of the Week

Posted on December 8, 2015

Another Dimension to "Transition"

Creating a succession plan can be a momentous task, leading to a transition that transforms not only the business, but lifestyle of everyone involved. It often takes a team approach to cover all aspects of the transition and the personalities...

Succession Planning, Guest

Posted on December 7, 2015

Inevitability. Responsibility. Commitment. [VIDEO]

You owe it to your clients to build something concrete that will last through the time of their needs, not just the span of your career. This video shows you why you should create a strategy that will support a multi-generational business.

Succession Planning

Posted on December 2, 2015

Acquisition Tip of the Week #5

It's rare that an initial meeting between seller and potential buyer occurs face-to-face. So, how do you make a good first impression without appearances? Keeping your professional etiquette intact is often more important than the cash on the table.

Acquisition, Tip of the Week