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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...
Posted by FP Transitions on April 8, 2015
How to Jump to the Top of the Buyer List
If 95% of financial advisory practices have only one owner then most are–or should be–looking outside their own advisory for a continuity partner. You should be that partner, especially if your long-term growth strategies include acquisition.
Posted by FP Transitions on February 23, 2015
One Chance to Do it Right : A Seller's Story [CASE STUDY]
The decision to sell a financial services practice is a difficult one for any advisor to make. After a lifetime of work to build your business, how do you just turn it over to someone else? Will they work as hard as you have? Will they care for your...
Posted by FP Transitions on November 11, 2014
Boosting Curb Appeal
There is much to consider when determining and receiving the true value of your financial services practice, things like assets under management, client demographics, revenue mix, likely employee and client retention, and, of course, cash flow....
Posted by FP Transitions on June 6, 2014
Isn't it Ironic?
“Isn't it ironic? Most independent financial advisers have no exit strategy and let their firms die through attrition.”