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Posted by FP Transitions on November 29, 2021
11 Places to Find Top Talent
Finding and recruiting talented professionals can be time consuming and intimidating. In this industry, online job boards like Indeed and Monster are not all that relevant. There are many other - better - places to locate up-and-coming talent....
Posted by FP Transitions on November 29, 2021
KPIs. What are Key Performance Indicators, and how do you Leverage them?
KPIs, or Key Performance Indicators
During a recent webinar hosted by FP Transitions, several attendees had questions about KPIs. Marcus Hagood Director of Equity Management Solutions®at FP Transitions, and Mike McKennon, EMS™ Consultant at FPT,...
Posted by FP Transitions on August 31, 2021
Leveraging the FPT Open-Market Advantage
When it's time to sell your financial advisory practice, knowing the value of your business is just as important as finding the right buyer. But as you begin exploring your options, determining who will be the right buyer to take over your business...
Posted by FP Transitions on August 20, 2021
Debunking Five M&A Myths
During our 2021 Mid-year Market Update, in addition to up-to-date transaction data and trends, our experts, M&A Director James Fisher, JD and CEO Brad Bueermann, explored some myths and misconceptions about the current M&A marketplace.
The problem...
Posted by FP Transitions on August 18, 2021
FP Transitions Named Top 10 Valuation Service Companies - CFO Tech Outlook
We're pleased to announce that FP Transitions was named one of CFO Tech Outlook's Top 10 Valuation Service Companies of 2021, recognizing FP Transitions' efforts and placing our team at "the forefront of providing Valuation consulting services and...
Posted by FP Transitions on August 9, 2021
Mid-Year Market Update - Key Insights
Last month our M&A Director James Fisher, JD and CEO Brad Bueermann delivered our 2021 Mid-Year Market Update and explored marketplace activity for the first half of 2021.
We all know that 2020 was a truly unique year on all fronts. The financial...
Posted by FP Transitions on July 30, 2021
Balancing Enterprise Strength and Revenue Strength
Many financial services businesses focus on revenue strength while downplaying–or ignoring–enterprise strength. However, revenue strength and enterprise strength are both critical to the growth and sustainability of a business. When revenue is the ...
Posted by FP Transitions on July 26, 2021
From Insight to Implementation: A Strategic Path to Business Success
We know it’s common to focus on getting a new client by sharing just enough information to win the sale. Often, that comes down to a quick diagnosis based on what thesalesperson wants to sell, rather than what the client truly needs.
We don’t do...
Posted by FP Transitions on January 28, 2021
Aligning Ownership Priorities for Success
In our more than twenty years’ experience helping businesses design and implement internal succession plans, we’ve seen that each generation—G1, G2, and G3—can, naturally, have their own distinct points of view and priorities. These differences are...
Posted by FP Transitions on January 4, 2021
The Opportunity of a New Year
Happy New Year!
More than ever, we look forward to 2021 with the sense of reset and resolution that comes with the changing of the calendar year. We can breathe a sigh of relief that we made it through the chaos and onslaught of 2020.
If we take a...
Posted by FP Transitions on December 8, 2020
Managing Roadblocks Along the Next-Gen Ownership Path
When it comes to planning for the future, flexibility is important. Change is bound to happen–whether we see it coming or not. Planning for future growth and ownership of a business is no different. As a next-generation professional in this...
![The Case Against Revenue Splits [Article]](https://www.fptransitions.com/hs-fs/hubfs/CTAs/case-against-revenue-splits-article-cta.jpg?width=458&height=280&name=case-against-revenue-splits-article-cta.jpg)
Posted by FP Transitions on October 28, 2020
The Case Against Revenue Splits [Article]
With all of the modern tools for practice valuations and Equity Management Solutions® available, some financial advisors still choose to use revenue splits, or a revenue-sharing arrangement, as a makeshift succession plan. For a practice owner, this...