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Posted by FP Transitions on May 8, 2024
Considering Key Stakeholders
ARE YOU CONSIDERING THESE IMPORTANT STAKEHOLDERS IN YOUR TRANSACTION?
Finding the right transaction partner, and executing a potentially complicated and emotional transition, can attract most of the consideration in an M&A deal. It’s important to...
Posted by FP Transitions on February 13, 2024
Buyer and Seller – Finding the Perfect Match
One could argue that the open market acquisition process is a bit like online dating. Using a finite amount of fields and characters you must convey to someone–whom you’ve never met and know a limited amount of information about–that you are worth...
Posted by FP Transitions on November 23, 2023
The Dangers of Napkin Negotiations
The financial services industry is a personable one. Professional networking and client prospecting depend on your charisma and ability to connect beyond surface pleasantries. But when it comes to selling your business, it’s important to keep your...
Posted by FP Transitions on November 6, 2023
Mergers - A Nontraditional Growth & Acquisition Strategy
Mergers & Acquisitions – everyone’s favorite topic. Understandably so when one of the fastest ways to grow is to acquire and as such, add exponentially more clients (and assets) to your business in one fell swoop.But what about mergers? Mergers are...
Posted by FP Transitions on September 12, 2023
The Invaluable Role of Mediator in M&A
Whether you’re buying or selling a business, there are a few players that are “must-haves” on your transaction team: personal lawyer, CPA/Tax professional, representative of your IBD/Custodian, personal stakeholders, and a non-advocate,...
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 September 5, 2023
Independent Advisors Will Unlock the Future (If They Can Hold Onto the Keys)
Even though it had been in the works for years, last month’s Schwab/Ameritrade merger left both organizations’ advisors wondering what it meant for them. The good news is that the transition has been seen as largely successful, with only some tech...
Posted by FP Transitions on August 30, 2023
Selling Your Practice, One Chance to Do it Right
The decision to sell a financial services practice is a difficult one for any advisor to make. After a lifetime of work to build your business, and after years of earning your clients’ trust, how do you turn the job over to someone else? Will they...
Posted by FP Transitions on July 26, 2023
TREND REPORT: More G2s Seeking Ownership Earlier
M&A Gusto Continues: FP Transitions Rallies to Meet Demand
Independent advisory firms continue to tap FP Transitions for valuation, transaction support and non-advocacy consulting on mergers, sales and acquisitions.
National wealth management...
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....
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 FP Transitions on January 5, 2023
Sell and Stay® - the Gradual Exit Plan
The Sell and Stay® path is an often overlooked, gradual exit option hidden amongst the other options of internal succession, mergers, and external sales. For owners who need to–or want to–work towards an exit but are not yet ready to leave the...