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Posted by FP Transitions on September 10, 2019

FPT in the News - FA Magazine : Roadmap to an Internal Succession Plan

Ahead of FA's 2020 Invest in Women's Conference in April 2020, Michaela G. Herlihy shares important insight and actionable advice for making the transition from employee to owner. She covers identifying and Implementing proper policies and...

Posted by FP Transitions on August 13, 2019

Preparing Yourself (and Your Boss) for Ownership

As a next-generation advisor, pursuing ownership as part of your career path is an important decision. Business ownership requires a variety of skill sets and comes with both benefits and responsibilities that go beyond the role of advisor. Before...

Posted by FP Transitions on August 13, 2019

NEW Roundtable Talk - Time : An Essential Element of Succession Planning

In our newest Roundtable Talk, Elite Client Consultant Kem Taylor and President David Grau Sr., JD, discuss the importance of time when it comes to planning, executing, and evolving your succession plan. During the conversation they cover examples...

Posted by FP Transitions on July 24, 2019

NEW Webcast - Advanced Strategies for Growth & Profitability

The growth and profitability of your business are interconnected. Top-line revenue growth is essential, but it is no good without bottom-line profitability.

Balancing growth and profitability comes down to compensation structure and the equity...

Posted by FP Transitions on July 17, 2019

Accessing the Next Stages of Growth

Over the last ten years, increasing numbers of advisors have begun the process of creating sustainable businesses. Many advisors started out as a book or a practice—one-generational models. They took steps to create much more valuable,...

Posted by FP Transitions on June 26, 2019

NEW Roundtable Talk - The Next Generation Opportunity

The transfer of ownership to a team of next generation talent allows a business to leverage the individual strengths and fresh energy of a younger generation. As a new advisor, ownership provides stability, equity stake, and voice in the future of...

Posted by FP Transitions on June 17, 2019

NEW Webcast - Issues Advisors Face

Independent financial advisors face an almost overwhelming set of challenges, but with challenges come opportunities. Many of these challenges fall into areas of:

  • Mergers & Acquisitions
  • Growth & Profitability
  • Talent Retention
  • Succession Planning

...

Posted by FP Transitions on June 12, 2019

Components of a Deal

Whether you are buying or selling, it is important to understand what is being bought and sold and what expectations both the buyer and seller have of each other. Absent these details, it is difficult, if not impossible, to determine if an offer is...

Posted by FP Transitions on May 14, 2019

Technology and Value

Advisors constantly seek an answer to the questions “How can I grow faster?” and “How can I increase the value of my practice?” Generally, their focus is on acquisition. However, growth and value are not singular concepts. In other words, achieving...

Posted by FP Transitions on May 8, 2019

Impact of Consolidation

There has been a fair amount of talk over the past decades about consolidation in the financial services industry. Most of the white papers and articles addressing this concept have presented it in a negative light as though it signals the end of...

Posted by FP Transitions on May 2, 2019

Coming Soon! Trends in Transactions and Valuation Study

Our new Trends in Transactions and Valuation Study includes expert insight, commentary, and predictions for the state of the financial services industry. The study dives into last year’s M&A numbers and examines how industry businesses and their...

Posted by FP Transitions on April 24, 2019

NEW Roundtable Talk - The Synergy of Multigenerational Ownership

In our new Roundtable Talk, Founder and President, David Grau Sr., JD, and Elite Client Consultant, Kem Taylor, CBEC®, explore internal succession and describe how both the succession process and business growth can benefit from multigenerational...

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