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Posted by Marcus Hagood on March 31, 2016
Department of Labor “Fiduciary” Rule, Headwind or Hurricane?
“Change is the law of life. And those who look only to the past or present are certain to miss the future.” - John F. Kennedy
If there is one fact that I have come to appreciate in my 20 years in the financial services industry, it’s that our...
Posted by FP Transitions on March 24, 2016
CASE STUDY: Acquisition Wrap Up
“In the acquisition marketplace, the impression you create can make or break your success. The market is competitive, the industry is tightly regulated, and decisions can be made based on intangible matching criteria and gut feeling. This is the...
Posted by FP Transitions on February 29, 2016
[FP WEBCAST] Organizational Structures
Posted by FP Transitions on January 13, 2016
Acquisition Tip of the Week #9
In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport, and cultivate trust through transparency.
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Posted by FP Transitions on January 6, 2016
Acquisition Tip of the Week #8
In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport and cultivate trust through transparency.
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Posted by FP Transitions on December 17, 2015
Happy Holidays!
Wishing you a wonderful holiday sesason and joy throughout the next year.
Don't miss this year's holiday video below. Enjoy!
Posted by FP Transitions on December 16, 2015
Acquisition Tip of the Week #7
Why doesn’t “all cash” equal best buyer? Our listings director Jeanie Northcutt tells you why in our latest Acquisition Tip of the Week.
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Posted by FP Transitions on December 9, 2015
Acquisition Tip of the Week #6
There’s a big difference between just knowing you’re the best and proving you’re the best to a seller who doesn’t know you at all.
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Posted by FP Transitions on December 8, 2015
Another Dimension to "Transition"
Creating a succession plan can be a momentous task, leading to a transition that transforms not only the business, but lifestyle of everyone involved. It often takes a team approach to cover all aspects of the transition and the personalities...
Posted by FP Transitions on December 7, 2015
Inevitability. Responsibility. Commitment. [VIDEO]
You owe it to your clients to build something concrete that will last through the time of their needs, not just the span of your career. This video shows you why you should create a strategy that will support a multi-generational business.
Posted by FP Transitions on December 2, 2015
Acquisition Tip of the Week #5
It's rare that an initial meeting between seller and potential buyer occurs face-to-face. So, how do you make a good first impression without appearances? Keeping your professional etiquette intact is often more important than the cash on the table.