Blog
Select Topic:
Posted by FP Transitions on June 10, 2026
Five Operational Red Flags that Limit Enterprise Value
If you’re experiencing a growth plateau in your business, it’s likely not because demand has slowed down or clients are leaving. Often, we find that growth stalls because the business itself wasn’t built to scale.
Posted by FP Transitions on June 9, 2026
Is Your Advisory Business Near Peak Value? How to Know When to Sell
By Scott Leak
Posted by FP Transitions on March 11, 2026
The ‘Compensation Equation’ Makes Acquisitions Work
The most successful and valuable M&A deals are those that prioritize a collaborative partnership focused on value benefits. The value of these deals goes beyond books of clients and revenue streams. They enhance and elevate growth potential by...
Posted by FP Transitions on January 7, 2026
Connecting Compensation to Your 2026 Priorities
Align pay with what you actually want to accomplish next year.
Many firms treat compensation like a year-end cleanup project: look back, diagnose what went wrong, adjust payouts to “fix” last year’s frustrations, and move on. But compensation works...
Posted by FP Transitions on November 3, 2025
Optimizing Compensation Strategies for Financial Advisors
Support Firm Growth with Strategic Compensation
In the financial advisory industry, compensation is a powerful tool that can drive team behavior as well as firm success. When compensation is aligned with business goals, it does more than just...
.jpg?width=458&height=280&name=1DX29690%20(1).jpg)
Posted by FP Transitions on April 29, 2025
How to Turn Around a "No" When Seeking Ownership
The idea of internal succession and transferring ownership to the next generation can be sticky for a lot of advisory owners. The process is daunting and giving up any amount of control can be hard to fathom. For these reasons, top advisors seeking...
Posted by FP Transitions on March 26, 2025
Four Areas Where Valuation Plays a Critical Role
Value is the starting point for everything you want to do for your business in terms of growth, protection, sustainability, and more. It provides a starting point for your plans and informs important decisions, but depending on what you’re trying to...
Posted by Scott Leak, CFP®, CEPA® on October 17, 2024
Focus Your Attention on Your Intention
Posted by FP Transitions on September 12, 2024
Valuing Your Life's Work
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA® of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial...
Posted by FP Transitions on August 26, 2024
Addressing Capacity to Combat Stagnated Growth
There comes a point for many wealth management businesses where they find that though they have grown successfully over the years and increased their value leaps and bounds, they are a unable to move the needle in the increments they’re used to. The...
Posted by FP Transitions on July 10, 2024
Protecting Business Value and Advisor Tenure WITHOUT Non-Competes: A Look at the FTC Ruling
In late April, the Federal Trade Commission voted to finalize their Non-Compete Rule which prohibits the inclusion or enforcement of non-compete clauses in employment agreements in the United States. The rule is currently set to go into effect on...
Posted by FP Transitions on July 10, 2024
What You Need to Know About the New FTC Non-Compete Ban
In late April, the FTC voted to finalize and promulgate their Non-Compete Rule which prohibits the inclusion or enforcement of non-compete clauses in most employment agreements. Industry experts from FP Transitions and Key Bridge Compliance sat down...