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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 November 30, 2017
Predatory Buyers
In our second book, Buying, Selling, and Valuing Financial Practices (the M&A Guide), we introduced the term of a “predatory buyer” to our readers. If you are thinking about selling your practice one day, you need to understand how certain buyers...
Posted by FP Transitions on October 17, 2017
5 Compliance Mistakes You're Probably Making
Posted by FP Transitions on August 31, 2016
NEW BOOK - Now Available
Our new book Buying, Selling, & Valuing Financial Practices - The FP Transitions M&A Guide is now available. Order your copy here, and watch the video below to find out why our President & Founder, David Grau Sr., JD decided to [literally] write...
Posted by FP Transitions on July 24, 2015
Brad Says...
Posted by FP Transitions on April 14, 2015
The Art of Valuation
Success in any endeavor comes from a combination of luck, timing, and strategy. If your goal is to grow your practice, acquire another firm, or build a legacy with your financial advisory business, developing the right strategy is crucial to your...
Posted by FP Transitions on November 11, 2014
Boosting Curb Appeal
There is much to consider when determining and receiving the true value of your financial services practice, things like assets under management, client demographics, revenue mix, likely employee and client retention, and, of course, cash flow....
Posted by FP Transitions on June 6, 2014
Isn't it Ironic?
“Isn't it ironic? Most independent financial advisers have no exit strategy and let their firms die through attrition.”