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Posted by FP Transitions on April 8, 2015
How to Jump to the Top of the Buyer List
If 95% of financial advisory practices have only one owner then most are–or should be–looking outside their own advisory for a continuity partner. You should be that partner, especially if your long-term growth strategies include acquisition.
Posted by FP Transitions on March 30, 2015
Continuity Challenge #1: Finding a Partner
The single, biggest threat to the continuity of an independent financial services or advisory practice is the lack of formal plan to protect the clients, cash flow, and value in the event of the sudden death or disability of the primary advisor. And...
Posted by FP Transitions on March 26, 2015
Introducing FP Webcasts
Here at FP Transitions, we're always striving to help you build a better business for a better life–a better life for you and a better life for your clients. We developed these webcasts with you in mind. We know your days are packed, and we respect...
Posted by FP Transitions on March 26, 2015
[FP WEBCAST] Advanced Considerations in Succession & Equity
This webcast features Vice President Eric Leeper, CFA as he leads you on a deep dive into the succession planning process by exploring cash flow modeling and equity compensation as a way to stimulate exponential growth within your company.
Posted by FP Transitions on February 23, 2015
One Chance to Do it Right : A Seller's Story [CASE STUDY]
The decision to sell a financial services practice is a difficult one for any advisor to make. After a lifetime of work to build your business, how do you just turn it over to someone else? Will they work as hard as you have? Will they care for your...
Posted by FP Transitions on February 19, 2015
Securing Value for Your Future
It’s not just a financial advisor mentality; it’s a human mentality. We KNOW life is finite, but we find it difficult to think about our mortality, and along with that comes the avoidance of planning for it. But, as an advisor, isn’t that one of...
Posted by FP Transitions on November 11, 2014
Boosting Curb Appeal
There is much to consider when determining and receiving the true value of your financial services practice, things like assets under management, client demographics, revenue mix, likely employee and client retention, and, of course, cash flow....
Posted by FP Transitions on October 16, 2014
Employee Compensation Strategies
Building a business that will continue to grow – even as you begin to work less – requires an efficient infrastructure and the right people. Creating such an infrastructure takes time and constant adjustment.
If you offer competitive wages and...
Posted by FP Transitions on October 14, 2014
Don't Just Take Our Word For It
We've been telling you that the recent release of Succession Planning for Financial Advisors: Building an Enduring Business by David Grau Sr., JD, is going to challenge everything advisors think they know about succession in the financial services...
Posted by FP Transitions on July 24, 2014
Charting Your Succession Course
Sell to a third party, or a junior partner? There are pros and cons to each, but either one beats a dead-stick landing.
Posted by FP Transitions on July 21, 2014
My Second Book - Nailing it From Word One
The publishable manuscript for , was submitted to Wiley & Sons on March 17th, 2014 – all 78,118 words of it – 76 days past due. It was released in June 2014, and I couldn’t have been happier or prouder. It is, in my humble opinion, a very good book,...
Posted by FP Transitions on July 16, 2014
My First Book
I wrote a book! Actually, I wrote two books, but only one was publishable. I’d like to tell you about the one that didn’t get published - the one I learned the most from.