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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...
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Posted by FP Transitions on February 23, 2022
LLC vs. Corporation. Which entity structure fits your goals?
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...
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Posted by FP Transitions on January 3, 2022
The Sell and Stay® Strategy
Everyone has a unique vision of their future; we’re all trying to forge a path with our careers to that end goal where we can take a big breath and simply enjoy the life we’ve earned. While we might have an idea of the specific journey we will...
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....
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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 ...