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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,...
Posted by Marcus Hagood on September 14, 2018
Maximizing Business Growth Through Benchmarking
The average advisor faces a difficult and increasingly competitive industry. With industry consolidation, technological advances, increased competition, more regulatory oversight, and the need to recruit and retain talent, it has never been more...
Posted by FP Transitions on August 27, 2018
Reminiscing About the Future : 20 Years in the Making
The foundations for FP Transitions were laid in 1999, and that makes our company officially 20 years old this year. I founded this company thinking that I knew a lot more about running a business than I actually did at the time. Armed with a law...
Posted by FP Transitions on August 1, 2018
The Importance of Human Capital – A Founder's Perspective
Looking back over the past few decades, you can easily spot the trends and physical changes in our industry. Since 2000, when FP Transitions formally opened its doors, I’ve seen our profession, especially in those working under an independent...
Posted by FP Transitions on May 18, 2018
8 Considerations for Your Merger Strategy
“Mergers & Acquisitions” is a phrase that gets used off-handedly, but those are substantially different transactions. An acquisition itself is a complicated enough process. But in a merger there are the additional components required to wholly...
Posted by FP Transitions on April 4, 2018
Safeguarding Your Value Through Continuity
Completing a formal valuation is step one. Step two is securing that value with a continuity plan.
Having a formal, written continuity plan in place for the unexpected exit of an owner–especially if they’re the only owner–is paramount to ensure...
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 Elise Rogers on February 21, 2018
Succession Planning in the Family - Simple or Difficult?
Business succession from parent to child is an age-old practice in human history, from humble cobblers to royal families. The practice stemmed from necessity—parents taught their children the trade they knew in an effort to teach them to survive....
Posted by FP Transitions on January 17, 2018
Closing the Succession Gap
In many professions and in most businesses, succession planning and sustainability are not pressing issues. Most people don’t need a multi-generational dentist office, for instance. Who really cares if the neighborhood hamburger stand or your...
Posted by FP Transitions on January 11, 2018
3 Job Interview Questions Next Generation Advisors Should be Asking
Working at a financial services firm can be a rewarding choice for the next generation of advisors. You can have real impact in people’s lives as you help clients set their financial goals and see them succeed over time. It is an environment where...
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.
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![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...