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Posted on February 27, 2023
2023 Financing Update - An Interview with Live Oak Bank
We’re coming off an incredible year from mergers and acquisitions yet again. In fact, we closed out 2022 as one of our greatest ever for FP Transitions, and the same goes for Live Oak Bank. We took a moment to reconnect with James Hughes, SVP of...
Posted on February 1, 2023
Your Catalyst for Growth and Progress: Focus on Your Team
Editor’s Note: We originally posted this article by Colleen Jordan Hallinan in 2018. Since then, the need for business owners to focus on building the right team in order to grow and establish sustainability has only increased. And so, five years...
Posted on January 12, 2023
(Tech) Stacked for Growth
Growth can be enabled – or hindered – by your technology. And not only that, but it can also seriously erode your profit margin if it costs you clients, requires constant fixing, or slows down cross-department collaboration. But here’s the thing:...
Posted on January 5, 2023
Sell and Stay® - the Gradual Exit Plan
The Sell and Stay® path is an often overlooked, gradual exit option hidden amongst the other options of internal succession, mergers, and external sales. For owners who need to–or want to–work towards an exit but are not yet ready to leave the...
Posted on December 7, 2022
The Perfect Fit
In our post-covid M&A world, finding “the perfect fit” is paramount. While price plays a role in deals, it has much more to do with the merging or acquiring entity’s vision and proposed deal terms. Our team has an unmatched vantage point in this...
Posted on October 6, 2022
Mark, Measure, Monitor and Master KPIs to Maximize Growth, Profit, and Value
Key performance indicators, or KPIs, are data points which help businesses assess progress towards an intended result. Ensuring you take the time to Mark, Measure, Monitor, and Master those KPIs which will help you manage, protect, and grow the...
Posted on September 23, 2022
BOOK REVIEW: Successful Hiring for Financial Planners: The Human Capital Advantage by Caleb Brown, CFP®
Many small financial advisory firms don’t have a Human Resources Department. So when it comes time to seek out, hire, train, and...
Posted on July 12, 2022
Maximizing Key Drivers For Business Revenue and Growth
For many years, our data has shown that firms with over $2M in annual revenue tend to grow twice as fast as those with $250K in annual revenue. Contrary to how it might seem, this is actually a function of their structure, not necessarily their ...
Posted on June 28, 2022
Surviving Deal Fatigue
Despite the continued surge of wealth management M&A activity, one surprising fact remains: most of these market participants are engaging in a transaction for the very first time. While there are aggregators and larger RIAs that will continue to...
Posted on June 8, 2022
M&A Mid-Year Update
We just got back from Fort Lauderdale where we spoke at the WealthStack RIAEdge conference for WealthManagement.com. James Fisher, FP Transitions’ Vice President of M&A spoke with several advisors onsite. We wanted to take some of the questions...
Posted on June 3, 2022
Applying Our Own Advice to Ourselves, Not Just Our Clients
"Think about those future goals."
"Hold steady and don't react to the market."
"Remember, we have a plan and it's still well on track."
Throughout the market roller coaster of the Pandemic and now with 2022 rearing its head, advisors are getting...
Posted on May 26, 2022
4 Tips for Building a Strong Foundation
Designing a sustainable firm is something that requires intentionality. For most advisors, this is always the goal, but having time to monitor your progress and course-correct is simply overwhelming. It gets shelved in the back of our brains, and...