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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.
Posted by FP Transitions on November 24, 2015
What's Next...[VIDEO]
We've got some exciting news for 2016: a new book!
Posted by FP Transitions on November 19, 2015
Acquisition Tip of the Week #4
We all speak in what ifs and maybes when we're chatting with friends and colleagues. But casual conversations when there's a potential acquisition in the picture can have consequences when you move your discussion to the negotiating table.
Don't...
Posted by FP Transitions on November 12, 2015
Acquisition Tip of the Week #3
Simply expressing interest in a practice for sale is sometimes not enough to get noticed. One important piece of the puzzle is making sure you're known, and there's a background in place when you throw your hat in the ring.
Don't forget to...
Posted by FP Transitions on November 11, 2015
[FP WEBCAST] Enterprise Strength vs. Revenue Strength
Posted by FP Transitions on November 5, 2015
Acquisition Tip of the Week #2 : Continuity
The decision to sell is difficult, and emotional. Sellers worry about leaving their clients in good hands as they move on to the next stage of their lives.
This week's Acquisition Tip is about proving that those hands are your hands.
Don't forget...
Posted by FP Transitions on October 28, 2015
INTRODUCING : Acquisition Tip of the Week
With an average 50:1 buyer to seller ratio, advisors are looking for a leg up on the rest of the buyer pool. But you can’t find your “edge” until you’ve taken care of the basics.
These weekly tips will provide you with basic steps EVERY buyer needs...
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Posted by Jeanie O'Reilly Northcutt on August 19, 2015
Gaining Peace of Mind: Tips for Selling Your Practice
After being in the financial services industry for over a decade, there is one thing I have found to be an almost universal truth: Independent financial advisors absolutely love what they do. The topic of selling is often sensitive and difficult...
Posted by FP Transitions on August 11, 2015
FREE Continuity White Paper
The single, biggest threat to a financial services business with one owner, or only one primary advisory, is not the lack of a succession plan. It is, in fact, the lack of a plan to protect the clients and the practice's value in the event of an...
Posted by FP Transitions on August 5, 2015
The Faces of FP [VIDEO]
Meet the faces of FP Transitions–the team of people passionate about your growth. We use our different perspectives and shared desire to help financial advisory businesses, of any size, reach their goals. We care about what we do, and we care about...
Posted by FP Transitions on July 24, 2015