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Posted by FP Transitions on October 8, 2019
Entrepreneurs Need Intrapreneurs
We all know what an entrepreneur is. Many independent financial advisors would likely identify themselves as an entrepreneur.
Many entrepreneurs worked 18-hour days to get their business off the ground and wore all the hats in the company–CEO,...
Posted by FP Transitions on September 27, 2019
Plotting Your Exit
When should you start developing your exit plan or succession plan?
The short answer is: start the planning process early. Successful internal succession planning can be a 10- to 15-year process so give yourself adequate time. For advisors who want...
Posted by FP Transitions on September 13, 2019
FPT in the News - The New York Times : Wealth Advisory Firms Are Merging, but What’s in It for Clients?
FP Transitions CEO, Brad Bueermann, weighs in on the "trend" of consolidation among wealth management firms in Friday's New York Times Article, "Wealth Advisory Firms Are Merging, but What's in it for Clients?" by Paul Sullivan. Experts share...
Posted by Stuart Smith, JD on September 13, 2019
A Green Paper for Financial Advisors
We write a fair number of white papers every year. As thought leaders, it is part of our job to share our thinking with independent financial professionals in order to advance the profession. In our consulting work, our clients often challenge us...
Posted by FP Transitions on July 17, 2019
Accessing the Next Stages of Growth
Over the last ten years, increasing numbers of advisors have begun the process of creating sustainable businesses. Many advisors started out as a book or a practice—one-generational models. They took steps to create much more valuable,...
Posted by FP Transitions on May 14, 2019
Technology and Value
Advisors constantly seek an answer to the questions “How can I grow faster?” and “How can I increase the value of my practice?” Generally, their focus is on acquisition. However, growth and value are not singular concepts. In other words, achieving...
Posted by FP Transitions on May 8, 2019
Impact of Consolidation
There has been a fair amount of talk over the past decades about consolidation in the financial services industry. Most of the white papers and articles addressing this concept have presented it in a negative light as though it signals the end of...
Posted by FP Transitions on May 2, 2019
Coming Soon! Trends in Transactions and Valuation Study
Our new Trends in Transactions and Valuation Study includes expert insight, commentary, and predictions for the state of the financial services industry. The study dives into last year’s M&A numbers and examines how industry businesses and their...
Posted by FP Transitions on April 18, 2019
Rights and Obligations of Equity Ownership
As more wealth management businesses look to internal succession, more new owners are being created. As a next generation advisor, you should consider whether ownership is the right path for you, and it is important to understand what ownership...
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 September 20, 2018
Which Exit Path is Right For You?
You’ve built a business providing financial insight to a growing community of clients. You’ve fostered this relationship over the years and established a trusted role in their lives. As your clients have moved along their journey as professionals,...