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Posted by FP Transitions on August 31, 2016

NEW BOOK - Now Available

Our new book Buying, Selling, & Valuing Financial Practices - The FP Transitions M&A Guide is now available. Order your copy here, and watch the video below to find out why our President & Founder, David Grau Sr., JD decided to [literally] write...

Posted by FP Transitions on March 24, 2016

CASE STUDY: Acquisition Wrap Up

“In the acquisition marketplace, the impression you create can make or break your success. The market is competitive, the industry is tightly regulated, and decisions can be made based on intangible matching criteria and gut feeling. This is the...

Posted by FP Transitions on January 26, 2016

Acquisition Tip of the Week #10

One of the most important factors in structuring an acquisition deal is figuring out payment terms, including down payments, payments schedules, and expected annual adjustments, if any. It has become a common practice to fully buy out a business...

Posted by FP Transitions on January 13, 2016

Acquisition Tip of the Week #9

In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport, and cultivate trust through transparency.

Don't forget to subscribe to get future acquisition tips and the latest news right in your email.

Posted by FP Transitions on January 6, 2016

Acquisition Tip of the Week #8

In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport and cultivate trust through transparency.

Don't forget to subscribe to get future acquisitions tip and the latest news right in your email

Posted by FP Transitions on December 16, 2015

Acquisition Tip of the Week #7

Why doesn’t “all cash” equal best buyer? Our listings director Jeanie Northcutt tells you why in our latest Acquisition Tip of the Week.

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Posted by FP Transitions on December 2, 2015

Acquisition Tip of the Week #5

It's rare that an initial meeting between seller and potential buyer occurs face-to-face. So, how do you make a good first impression without appearances? Keeping your professional etiquette intact is often more important than the cash on the table.

Posted by FP Transitions on November 19, 2015

Acquisition Tip of the Week #4

We all speak in what ifs and maybes when we're chatting with friends and colleagues. But casual conversations when there's a potential acquisition in the picture can have consequences when you move your discussion to the negotiating table.

Don't...

Posted by FP Transitions on November 12, 2015

Acquisition Tip of the Week #3

Simply expressing interest in a practice for sale is sometimes not enough to get noticed. One important piece of the puzzle is making sure you're known, and there's a background in place when you throw your hat in the ring.

Don't forget to...

Posted by FP Transitions on November 5, 2015

Acquisition Tip of the Week #2 : Continuity

The decision to sell is difficult, and emotional. Sellers worry about leaving their clients in good hands as they move on to the next stage of their lives.

This week's Acquisition Tip is about proving that those hands are your hands.

Don't forget...

Posted by FP Transitions on October 28, 2015

INTRODUCING : Acquisition Tip of the Week

With an average 50:1 buyer to seller ratio, advisors are looking for a leg up on the rest of the buyer pool. But you can’t find your “edge” until you’ve taken care of the basics.

These weekly tips will provide you with basic steps EVERY buyer needs...

Posted by Jeanie O'Reilly Northcutt on August 19, 2015

Gaining Peace of Mind: Tips for Selling Your Practice

After being in the financial services industry for over a decade, there is one thing I have found to be an almost universal truth: Independent financial advisors absolutely love what they do. The topic of selling is often sensitive and difficult...

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