TRANSITION TALK

James Fisher, JD

James Fisher, JD
James is a Senior Consultant on the FPT Transactions Team. He calls on pre-FPT experiences navigating complex legal issues and as a securities regulator to allow him to quickly understand and resolve any client concerns and challenges that may arise.

Recent Posts

Why Your Next-Gen Stakeholders Should Be a Part of Your M&A Discussions - M&A Playbook

Posted by James Fisher, JD on Aug 31, 2023 10:21:49 AM

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.

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Topics: Acquisition, Buying & Selling, Mergers, Next Generation

What Makes a Firm Desirable? - M&A Playbook

Posted by James Fisher, JD on Aug 10, 2023 3:23:00 PM

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

Avoiding Deal Fatigue - FPT M&A Playbook

Posted by James Fisher, JD on May 15, 2023 9:30:00 AM

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

A Market Update from James Fisher, JD - FPT M&A Playbook

Posted by James Fisher, JD on May 3, 2023 5:19:24 PM

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

How to Successfully Inquire on the Open Market

Posted by James Fisher, JD on Aug 22, 2018 5:00:00 AM

How to Inquire banner photo

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