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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...
Posted on August 19, 2020
Process Overview: Selling Your Business on the Open Market
Selling your business is a big decision. The good news is that demand is high and you have many options for structuring your exit. You also have many places to conduct your buyer search: reaching out to your professional and community networks,...
Posted on July 30, 2020
Considering Key Staff During the Sale of Your Business
It’s hard to keep secrets in a small office. The rooms are tight, the walls are thin, and it’s just a matter of time before everyone knows everyone else’s business. Even when an owner has quietly decided to sell their practice, they should assume...
Posted on July 22, 2020
Buyer Benefits of a Sell and Stay® Transaction
The Sell and Stay® approach to selling a financial services business was developed by the professionals at FP Transitions to fulfill the preference of many sellers to gradually exit the business by giving up their ownership obligations while...
Posted on July 20, 2020
Don't Forget to Take a Vacation!
I recently checked in on a client and she mentioned that she had to remind her staff to take vacation. As a small business owner, she wears many hats including H.R. As she processed payroll week after week she noticed her staff wasn’t requesting...
Posted on July 16, 2020
The Four Greatest Opportunities for Financial Advisors
Today’s Independent financial advisors face an endless array of challenges and opportunities. Identifying challenges before they arise is key for finding solutions and developing strategies for tackling the issues that present the greatest...
Posted on June 10, 2020
Preparing for Success in the M&A Arena : Pre-Qualifying for Bank Financing
Acquiring a wealth management practice brings immediate growth and is an alternative to spending money and time on marketing to find new clients. That’s why there is currently an average 75-to-1 buyer-to-seller ratio. If you’re going to succeed in...
Posted on May 22, 2020
My First Virtual Conference!
I had been looking forward to attending the Investment News Women Advisor Summit, but when an in-person event was no longer an option I was excited when Investment News did the ultimate pivot and changed their all-day onsite Summit to a virtual...
Posted on May 6, 2020
Synthetic Equity
Synthetic equity may be the right solution to solve a host of long-term employee issues. It is used to retain, motivate and reward employees when traditional compensation programs are not enough, staff are not yet ready to be partners or...
Posted on April 30, 2020
Offers in the Mail
For many financial advisors, it has become commonplace to receive unsolicited offers in the mail. The offers to buy practices usually promise a competitive valuation and purchase price, great terms and future opportunities, and are backed by...
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Posted on April 13, 2020
Virtual Meetings : Looking Your Best [Video]
Virtual meetings are becoming the new normal. Taking a few moments to arrange your visible workspace, leverage what have at home to improve lighting, and frame yourself onscreen can do wonders for looking your best through virtual communications....
Posted on March 26, 2020
News Roundup: Business Preparedness and Compliance
The last thing any business owner and professional needs is to deal with more ambiguity and uncertainty than the global situation has already dealt us. In our highly regulated industry, many advisors are asking questions about how to keep their...