TRANSITION TALK :: Blog (5)

Posted by FP Transitions on June 28, 2022

Surviving Deal Fatigue

Despite the continued surge of wealth management M&A activity, one surprising fact remains: most of these market participants are engaging in a transaction for the very first time. While there are aggregators and larger RIAs that will continue to...

Posted by FP Transitions on June 8, 2022

M&A Mid-Year Update

We just got back from Fort Lauderdale where we spoke at the WealthStack RIAEdge conference for WealthManagement.com. James Fisher, FP Transitions’ Vice President of M&A spoke with several advisors onsite. We wanted to take some of the questions...

Posted by FP Transitions on June 3, 2022

Applying Our Own Advice to Ourselves, Not Just Our Clients

"Think about those future goals."

"Hold steady and don't react to the market."

"Remember, we have a plan and it's still well on track."

Throughout the market roller coaster of the Pandemic and now with 2022 rearing its head, advisors are getting...

Posted by FP Transitions on May 26, 2022

4 Tips for Building a Strong Foundation

Designing a sustainable firm is something that requires intentionality. For most advisors, this is always the goal, but having time to monitor your progress and course-correct is simply overwhelming. It gets shelved in the back of our brains, and...

Posted by FP Transitions on May 8, 2022

Recap of the FPT 2022 M&A Market Update

Our summary of the independent advisory M&A market, including a look at real transaction data, context to help advisors understand what's driving the data, and an unbiased look at what's really going on out there.

Commentary, FP Transitions, M&A, Trends

Posted by FP Transitions on April 11, 2022

Top 6 Ways to Grow Your Business

Business growth is a never-ending, and ever-changing objective of all business owners; financial planners included. While the lingering social effects of the pandemic and the challenges of upscaling during the Great Resignation/ Reshuffle can make...

Posted by FP Transitions on March 29, 2022

Succession Planning Course Corrections

Succession planning is a critical, foundational element in building a sustainable business. Incorporating new talent into your ownership structure is a process that takes continuous planning, evolution, and monitoring. When done correctly,...

Succession Planning, Selling Your Practice, Sustainability

Posted by FP Transitions on March 22, 2022

An Unsolicited Offer to Buy – Is It Time to Sell?

The market for wealth management firms has dramatically changed. 20 years ago, people didn’t see resale value in these businesses. When an advisor retired, they hoped they’d find someone who would agree to take over their book. As the industry...

Selling Your Practice

Posted by FP Transitions on March 8, 2022

Enhancing Your Successor Traits as a Woman in Wealth

Enhancing Your Successor Traits as a Woman in Wealth

Written by Jess Flynn, Communications Director at FP Transitions

Recent Bureau of Labor Statistics data details that women comprise 47% of the workforce, but just 29% of senior management...

Posted by FP Transitions on February 23, 2022

LLC vs. Corporation. Which entity structure fits your goals?

Building a solid foundation for your business begins with selecting a legal entity and tax structure that will be most beneficial for your circumstances. When choosing the right entity for...

Posted by FP Transitions on February 17, 2022

Continuity Partner Matching, a Benefit of EMS™ Professional

Recently, a client told us that since she had implemented a formal continuity plan, her clients have felt more comfortable adding assets to their portfolios now that their tenure with her business is protected. This stability of continuity is an...