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Posted by FP Transitions on June 3, 2022
Applying Our Own Advice to Ourselves, Not Just Our Clients
"Think about those future goals."
"Hold steady and don't react to the market."
"Remember, we have a plan and it's still well on track."
Throughout the market roller coaster of the Pandemic and now with 2022 rearing its head, advisors are getting...
Posted by FP Transitions on April 11, 2022
Top 6 Ways to Grow Your Business
Business growth is a never-ending, and ever-changing objective of all business owners; financial planners included. While the lingering social effects of the pandemic and the challenges of upscaling during the Great Resignation/ Reshuffle can make...
Posted by FP Transitions on August 31, 2021
Leveraging the FPT Open-Market Advantage
When it's time to sell your financial advisory practice, knowing the value of your business is just as important as finding the right buyer. But as you begin exploring your options, determining who will be the right buyer to take over your business...
Posted by FP Transitions on August 18, 2021
FP Transitions Named Top 10 Valuation Service Companies - CFO Tech Outlook
We're pleased to announce that FP Transitions was named one of CFO Tech Outlook's Top 10 Valuation Service Companies of 2021, recognizing FP Transitions' efforts and placing our team at "the forefront of providing Valuation consulting services and...
Posted by Mike McKennon on May 28, 2020
Monitoring the Health of Your Business with Annual Checkups
Completing an annual valuation on your business is the financial service industry equivalent of undergoing your annual physical. I’ll turn 55 this year and I have resigned myself to the fact that prescription medications have officially become...
Posted by FP Transitions on June 12, 2019
Components of a Deal
Whether you are buying or selling, it is important to understand what is being bought and sold and what expectations both the buyer and seller have of each other. Absent these details, it is difficult, if not impossible, to determine if an offer is...
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 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 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...