Skip to content

Blog

Posted by FP Transitions on February 27, 2023

2023 Financing Update - An Interview with Live Oak Bank

We’re coming off an incredible year from mergers and acquisitions yet again. In fact, we closed out 2022 as one of our greatest ever for FP Transitions, and the same goes for Live Oak Bank. We took a moment to reconnect with James Hughes, SVP of...

Posted by FP Transitions on June 10, 2020

Preparing for Success in the M&A Arena : Pre-Qualifying for Bank Financing

Acquiring a wealth management practice brings immediate growth and is an alternative to spending money and time on marketing to find new clients. That’s why there is currently an average 75-to-1 buyer-to-seller ratio. If you’re going to succeed in...

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...

Join Our Email List

Get more #FPInsights delivered straight to your inbox.