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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...
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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...
Posted by FP Transitions on April 18, 2019
Rights and Obligations of Equity Ownership
As more wealth management businesses look to internal succession, more new owners are being created. As a next generation advisor, you should consider whether ownership is the right path for you, and it is important to understand what ownership...
Posted by FP Transitions on March 18, 2019
Creating Collaborators Instead of Competitors
A large percentage of advisory businesses use some form of revenue-sharing arrangements, or an eat-what-you-kill system, that rewards sales and production tied to the top line, not the bottom line. This is true of small practices as well as larger...
Posted by FP Transitions on February 6, 2019
Structure, Sustainability, & Acquisition Strategy
Take a look around your hometown. Your favorite places: the coffee shop, bookstore, brewery, dry cleaner, and salon that you frequent on a pretty regular basis are all small business–or at least started that way. Just like you. These founders had a...
Posted by FP Transitions on January 30, 2019
Harnessing the Power of Mergers
Mergers are transactions that can take on many shapes, apply to almost any size advisory enterprise, and are infinitely customizable depending on the unique details and situations of the participating advisors.
Advisors commonly think of a merger...
Posted by FP Transitions on December 21, 2018
Happy Holidays!
Happy Holidays from the FP Transitions crew!
Posted by FP Transitions on November 9, 2018
If At First You Don't Succeed...
In 1953, a start-up business called the Rocket Chemical Company and its staff of three set out to create a line of rust-prevention solvents and degreasers. Toiling in a small lab in San Diego, California, they set about to create a “water...
Posted by FP Transitions on October 19, 2018
FPA Annual Recap : Elevating the Profession
The last few years I’ve been unable to attend the FPA annual conference due to personal commitments. It was great to be back on site for this year’s event in Chicago.
The Future of the Industry
As an Official Sponsor of the Next Generation, we are...