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Posted by FP Transitions on February 6, 2019
Structure, Sustainability, & Acquisition Strategy
Take a look around your hometown. Your favorite places: the coffee shop, bookstore, brewery, dry cleaner, and salon that you frequent on a pretty regular basis are all small business–or at least started that way. Just like you. These founders had a...
Posted by FP Transitions on January 30, 2019
Harnessing the Power of Mergers
Mergers are transactions that can take on many shapes, apply to almost any size advisory enterprise, and are infinitely customizable depending on the unique details and situations of the participating advisors.
Advisors commonly think of a merger...
Posted by FP Transitions on November 9, 2018
If At First You Don't Succeed...
In 1953, a start-up business called the Rocket Chemical Company and its staff of three set out to create a line of rust-prevention solvents and degreasers. Toiling in a small lab in San Diego, California, they set about to create a “water...
Posted by FP Transitions on August 22, 2018
How to Craft a Winning Acquisition Inquiry
The wealth management M&A arena is extremely competitive. Sometimes it seems like just about everyone is racing to buy a business. On average, our marketplace sees over 50 inquiries for every acquisition opportunity listed. That number can be...
Posted by FP Transitions on August 8, 2018
Alternatives to a Traditional Acquisition
One of the fastest ways for an advisor to grow their business is to acquire another advisor’s book of business. Most advisors see this “traditional acquisition” route as a quick and easy way to increase their revenue and managed assets, but if...
Posted by FP Transitions on March 2, 2018
What Makes a Successful Buyer? [VIDEO]
In 25+ years of helping financial practices transition, we have closed over 3,000+ successful deals–both on the open market and through privately organized transactions. Each deal is different, but we have been able to identify certain key traits...
Posted by FP Transitions on October 17, 2017
5 Compliance Mistakes You're Probably Making
Posted by FP Transitions on September 27, 2017
A Focus on Reputation and Client Trust for Acquisition Success
Whole Foods has been a bastion of the organic movement since its founding in 1980. Urbanites flocked to pay top dollar for picture-perfect produce, wines curated by professional wine stewards, and abundant organic, non-GMO options to suit any number...
Posted by FP Transitions on March 9, 2017
Your Transition Team & Nonadvocacy Support (Excerpt)
The following sections are excerpted from the book Buying, Selling, and Valuing Financial Practices by FP Transitions president and founder David Grau Sr., JD.
Let's highlight the importance of having a strong transition team in your corner as...
Posted by FP Transitions on January 17, 2017
Succession and The Family Business [VIDEO]
It’s been a while since “keeping it in the family,” assumed your literal family. Yet, many advisors approach succession with pride when they have the opportunity to pass their advisory legacy to a son, daughter, niece, cousin, or other relative.
...
![Client Success Story : The Growth Machine [VIDEO]](https://www.fptransitions.com/hs-fs/hubfs/Twitter_Images/Lutz__Legacy_Financial/Lutz_thumbnail.jpg?width=458&height=280&name=Lutz_thumbnail.jpg)
Posted by FP Transitions on October 5, 2016
Client Success Story : The Growth Machine [VIDEO]
In the M&A space for the financial services industry, everyone wants to acquire. Few advisors, however, take the time to sit back and think about what they want from the acquisition: what kinds of clients and assets would complement the existing...
Posted by FP Transitions on September 27, 2016
CASE STUDY: Open Market Redemption
When it comes to finding the right buyer, the prospective buyer pool need not be large if it is filled with candidates that fit your criteria and are willing to meet your terms.
Our newest case study follows the story of one seller who was left at...