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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...
Posted by FP Transitions on September 28, 2018
NexGen Update from the San Diego FPA Chapter Symposium
Earlier this month, I attended the San Diego chapter FPA Symposium. Along with case studies and market information, there were presentations on program updates for the next generation of advisors. I thought it was especially relevant to hear about...
Posted by FP Transitions on September 20, 2018
Which Exit Path is Right For You?
You’ve built a business providing financial insight to a growing community of clients. You’ve fostered this relationship over the years and established a trusted role in their lives. As your clients have moved along their journey as professionals,...
Posted by Marcus Hagood on September 14, 2018
Maximizing Business Growth Through Benchmarking
The average advisor faces a difficult and increasingly competitive industry. With industry consolidation, technological advances, increased competition, more regulatory oversight, and the need to recruit and retain talent, it has never been more...
Posted by FP Transitions on September 4, 2018
David Grau Sr., JD on Advisor2Advisor Podcast
Last month FP Transitions President and Founder, David Grau Sr., JD, joined Scott and Pat on the Advisor2Advisor podcast to discuss common concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make...