In this episode of the M&A playbook, James Fisher, JD, VP of M&A and Principal at FP Transitions, shares why your leading next-gen talent should be included in your decisions to buy, sell, or merge your business. As future leaders and owners of your business, you should consider their opinions and priorities for the future of the business.
James Fisher, JD
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Topics: Acquisition, Buying & Selling, Mergers, Next Generation
What makes a financial services firm more desirable on the open market?
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Topics: Selling Your Practice, Acquisition, Buying & Selling, Open Marketplace, M&A Playbook
In this M&A Playbook episode James Fisher, JD, VP of M&A and Principal at FP Transitions, shares insight on one of the biggest threats to your transaction–deal fatigue.
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Topics: Acquisition, Deal Structure, Buying & Selling, Mergers
In this episode of the FP Transitions M&A Playbook, James Fisher, JD, VP of M&A, shares a timely update of M&A activity and trends.
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Topics: Acquisition, Buying & Selling, Mergers
It is without a doubt a “seller’s market” when it comes to financial advisory practices. With an average buyer-to-seller ratio of 85:1, sellers can be picky. Given the sheer volume of qualified buyers that send in inquiries for practices listed by FP Transitions on our open-market system, it is extremely important for potential buyers to put their best foot forward and show the seller why they are the “cream of the crop.”
Remember, your inquiry is the first communication you will have with the seller, who likely knows nothing about you. While we don’t recommend drafting a novel, your inquiry should at a minimum tell the seller enough detail to pique the seller’s interest. Inquiries that merely state, “I have cash,” “Let’s talk,” “I need more information,” or “See our website for more information,” are usually immediately stricken by the selling party from consideration, regardless of how well qualified the inquirer may actually be. This is because experienced and successful buyers take the time to make a strong first impression.
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Topics: Acquisition, Buying & Selling, Open Marketplace