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![Decrypting Continuity [INFOGRAPHIC]](https://www.fptransitions.com/hs-fs/file-2826829910-jpg/Resource_Files/ContinuityPlanningInfographic.jpg?width=458&height=280&name=ContinuityPlanningInfographic.jpg)
Posted on May 5, 2015
Decrypting Continuity [INFOGRAPHIC]
There is a lot to consider when crafting an effective continuity plan: partner, terms, triggering events, and clients expectations to name a few. This infographic below breaks down the most important elements of continuity planning to help tackling...
Posted on April 16, 2015
[FP WEBCAST] Lifestyle Succession Plan
ur lastest FP Webcast, President and Founder, David Grau Sr., talks about how to execute a proper succession plan. From thinking...
Posted on April 14, 2015
The Art of Valuation
Success in any endeavor comes from a combination of luck, timing, and strategy. If your goal is to grow your practice, acquire another firm, or build a legacy with your financial advisory business, developing the right strategy is crucial to your...
Posted on April 8, 2015
How to Jump to the Top of the Buyer List
If 95% of financial advisory practices have only one owner then most are–or should be–looking outside their own advisory for a continuity partner. You should be that partner, especially if your long-term growth strategies include acquisition.
Posted on March 30, 2015
Continuity Challenge #1: Finding a Partner
The single, biggest threat to the continuity of an independent financial services or advisory practice is the lack of formal plan to protect the clients, cash flow, and value in the event of the sudden death or disability of the primary advisor. And...
Posted on March 26, 2015
Introducing FP Webcasts
Here at FP Transitions, we're always striving to help you build a better business for a better life–a better life for you and a better life for your clients. We developed these webcasts with you in mind. We know your days are packed, and we respect...
Posted on March 26, 2015
[FP WEBCAST] Advanced Considerations in Succession & Equity
This webcast features Vice President Eric Leeper, CFA as he leads you on a deep dive into the succession planning process by exploring cash flow modeling and equity compensation as a way to stimulate exponential growth within your company.
Posted on February 23, 2015
One Chance to Do it Right : A Seller's Story [CASE STUDY]
The decision to sell a financial services practice is a difficult one for any advisor to make. After a lifetime of work to build your business, how do you just turn it over to someone else? Will they work as hard as you have? Will they care for your...
Posted on February 19, 2015
Securing Value for Your Future
It’s not just a financial advisor mentality; it’s a human mentality. We KNOW life is finite, but we find it difficult to think about our mortality, and along with that comes the avoidance of planning for it. But, as an advisor, isn’t that one of...
Posted on November 11, 2014
Boosting Curb Appeal
There is much to consider when determining and receiving the true value of your financial services practice, things like assets under management, client demographics, revenue mix, likely employee and client retention, and, of course, cash flow....
Posted on October 16, 2014
Employee Compensation Strategies
Building a business that will continue to grow – even as you begin to work less – requires an efficient infrastructure and the right people. Creating such an infrastructure takes time and constant adjustment.
If you offer competitive wages and...
Posted on October 14, 2014
Don't Just Take Our Word For It
We've been telling you that the recent release of Succession Planning for Financial Advisors: Building an Enduring Business by David Grau Sr., JD, is going to challenge everything advisors think they know about succession in the financial services...