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Posted by FP Transitions on May 18, 2018
8 Considerations for Your Merger Strategy
“Mergers & Acquisitions” is a phrase that gets used off-handedly, but those are substantially different transactions. An acquisition itself is a complicated enough process. But in a merger there are the additional components required to wholly...
Posted by FP Transitions on May 4, 2018
FPA Retreat 2018 - Recap
Last week, FP Transitions attended the FPA Retreat in Phoenix, AZ. We want to say a big thank you to all our clients and the visitors who stopped by to talk with us. We had a wonderful time speaking with new business owners, exiting advisors, and...
Posted by Marcus Hagood on May 2, 2018
Six Steps to Creating An Effective Continuity Plan
The single, biggest threat to an independent advisory practice is not the lack of a succession or exit plan, it is the lack of a plan to protect client interests and business value in the event of an owner’s sudden death or disability. And still,...
Posted by FP Transitions on April 17, 2018
FP Transitions President & Founder, David Grau Sr., J.D. Honored at Icons & Innovators Awards
This week our President & Founder, David Grau Sr., J.D., is traveling to NYC to receive anIcons & Innovators Awardfrom Investment News along with 19 other incredible industry visionaries and thought leaders.
We are incredibly proud of David and...
Posted by FP Transitions on April 4, 2018
Safeguarding Your Value Through Continuity
Completing a formal valuation is step one. Step two is securing that value with a continuity plan.
Having a formal, written continuity plan in place for the unexpected exit of an owner–especially if they’re the only owner–is paramount to ensure...
Posted by FP Transitions on March 29, 2018
Shared Risk / Shared Reward - Financing Your Deal
Setting up and agreeing to proper and reasonable payment terms is an essential part of the selling or acquisition process. The following questions are common for both buyer and seller when it comes to deal structuring, especially in regard to...
Posted by FP Transitions on March 2, 2018
What Makes a Successful Buyer? [VIDEO]
In 25+ years of helping financial practices transition, we have closed over 3,000+ successful deals–both on the open market and through privately organized transactions. Each deal is different, but we have been able to identify certain key traits...
Posted by Elise Rogers on February 21, 2018
Succession Planning in the Family - Simple or Difficult?
Business succession from parent to child is an age-old practice in human history, from humble cobblers to royal families. The practice stemmed from necessity—parents taught their children the trade they knew in an effort to teach them to survive....
Posted by FP Transitions on January 17, 2018
Closing the Succession Gap
In many professions and in most businesses, succession planning and sustainability are not pressing issues. Most people don’t need a multi-generational dentist office, for instance. Who really cares if the neighborhood hamburger stand or your...
Posted by FP Transitions on January 11, 2018
3 Job Interview Questions Next Generation Advisors Should be Asking
Working at a financial services firm can be a rewarding choice for the next generation of advisors. You can have real impact in people’s lives as you help clients set their financial goals and see them succeed over time. It is an environment where...
Posted by FP Transitions on November 30, 2017
Predatory Buyers
In our second book, Buying, Selling, and Valuing Financial Practices (the M&A Guide), we introduced the term of a “predatory buyer” to our readers. If you are thinking about selling your practice one day, you need to understand how certain buyers...
Posted by FP Transitions on October 17, 2017