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Posted by FP Transitions on June 10, 2026
Five Operational Red Flags that Limit Enterprise Value
If you’re experiencing a growth plateau in your business, it’s likely not because demand has slowed down or clients are leaving. Often, we find that growth stalls because the business itself wasn’t built to scale.
Posted by FP Transitions on June 9, 2026
Is Your Advisory Business Near Peak Value? How to Know When to Sell
By Scott Leak
Posted by FP Transitions on March 26, 2025
Four Areas Where Valuation Plays a Critical Role
Value is the starting point for everything you want to do for your business in terms of growth, protection, sustainability, and more. It provides a starting point for your plans and informs important decisions, but depending on what you’re trying to...
Posted by FP Transitions on September 12, 2024
Valuing Your Life's Work
The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA® of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial...
Posted by FP Transitions on November 1, 2023
Purpose, Perspective, Premise — the Three Ps of Business Valuation
Purpose, perspective, and premise are the foundations of business value. With these three key aspects we can weigh an incredible amount of detail and data to determine the most accurate value of the business–for any circumstance. The more accurate...
Posted by FP Transitions on September 6, 2023
Top 10 Drivers of Business Value
The value of your practice is determined by many factors, some obvious, and some not so obvious. And the degree to which some aspects impact your value more largely depends on the reason you’re valuing the business in the first place.
Whether...
Posted by FP Transitions on July 24, 2023
Price, Not Value, Is a Product of Negotiation
Price is usually the most difficult hurdle for buyers and sellers to overcome. The value of a business is different for each party participating in a transaction and is based on opinion and the specific set of circumstances for each individual....
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Posted by FP Transitions on June 15, 2023
Ideas Without Action? You’re Not Alone.
Great opportunity comes often with great risk. But just as importantly, and far more prevalently, everyday challenges wear on us, too. How many times have you had the same conversation with a client about opening that 529? Or upping that 401k...
Posted by FP Transitions on April 11, 2023
Tips for Increasing Firm Value
You invest a substantial amount of energy into running, growing, and evolving your business. Knowing when, where, and how to best direct your efforts could mean the difference in thousands, or even millions, of dollars long-term. Having spent two...
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 Elise Rogers on October 10, 2022
7 Acquisition Tactics You Can Implement Today
I rarely meet a financial advisor who doesn’t immediately mention that they want to buy a practice. It seems to be every advisor’s goal. Of course it is. And in my fifteen years in the industry, I have seen why.
One of the fastest ways for a firm...
Posted by FP Transitions on July 12, 2022
Maximizing Key Drivers For Business Revenue and Growth
For many years, our data has shown that firms with over $2M in annual revenue tend to grow twice as fast as those with $250K in annual revenue. Contrary to how it might seem, this is actually a function of their structure, not necessarily their ...