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Posted on August 20, 2021
Debunking Five M&A Myths
During our 2021 Mid-year Market Update, in addition to up-to-date transaction data and trends, our experts, M&A Director James Fisher, JD and CEO Brad Bueermann, explored some myths and misconceptions about the current M&A marketplace.
The problem...
Posted on August 18, 2021
FP Transitions Named Top 10 Valuation Service Companies - CFO Tech Outlook
We're pleased to announce that FP Transitions was named one of CFO Tech Outlook's Top 10 Valuation Service Companies of 2021, recognizing FP Transitions' efforts and placing our team at "the forefront of providing Valuation consulting services and...
Posted on August 9, 2021
Mid-Year Market Update - Key Insights
Last month our M&A Director James Fisher, JD and CEO Brad Bueermann delivered our 2021 Mid-Year Market Update and explored marketplace activity for the first half of 2021.
We all know that 2020 was a truly unique year on all fronts. The financial...
Posted on July 30, 2021
Balancing Enterprise Strength and Revenue Strength
Many financial services businesses focus on revenue strength while downplaying–or ignoring–enterprise strength. However, revenue strength and enterprise strength are both critical to the growth and sustainability of a business. When revenue is the ...
Posted on July 26, 2021
From Insight to Implementation: A Strategic Path to Business Success
We know it’s common to focus on getting a new client by sharing just enough information to win the sale. Often, that comes down to a quick diagnosis based on what thesalesperson wants to sell, rather than what the client truly needs.
We don’t do...
Posted on January 28, 2021
Aligning Ownership Priorities for Success
In our more than twenty years’ experience helping businesses design and implement internal succession plans, we’ve seen that each generation—G1, G2, and G3—can, naturally, have their own distinct points of view and priorities. These differences are...
Posted on January 4, 2021
The Opportunity of a New Year
Happy New Year!
More than ever, we look forward to 2021 with the sense of reset and resolution that comes with the changing of the calendar year. We can breathe a sigh of relief that we made it through the chaos and onslaught of 2020.
If we take a...
Posted on December 8, 2020
Managing Roadblocks Along the Next-Gen Ownership Path
When it comes to planning for the future, flexibility is important. Change is bound to happen–whether we see it coming or not. Planning for future growth and ownership of a business is no different. As a next-generation professional in this...
Posted on October 28, 2020
The Case Against Revenue Splits [Article]
With all of the modern tools for practice valuations and Equity Management Solutions® available, some financial advisors still choose to use revenue splits, or a revenue-sharing arrangement, as a makeshift succession plan. For a practice owner, this...
Posted on October 21, 2020
Identifying Key Successor Traits
As an owner of a successful financial advisory business, you understand that the team you’ve built is vital to that success. Taking the next step and giving your top talent the opportunity to become owners can increase your growth and ensure that...
Posted on October 14, 2020
Virtual Meetings : Navigating the Tools [Video]
Digital meetings with colleagues and clients are the “new normal” for business operations. There are many free and paid options for virtual meetings, and each software platform has different capabilities in terms of customization, security options,...
Posted on September 10, 2020
Remodeling Cash Flow [Article]
There are two ways to make money from a financial services business: wages and profit distributions. But, there are four ways to build wealth from the same model:
- Wages (including bonuses)
- Profit distributions
- Equity income selling equity
- Equity...