TRANSITION TALK

CASE STUDY: Open Market Redemption

Posted by FP Transitions on Sep 27, 2016 9:40:43 AM

Open Market Redemption for a Confident Seller - Case Study

When it comes to finding the right buyer, the prospective buyer pool need not be large if it is filled with candidates that fit your criteria and are willing to meet your terms. 

Our newest case study follows the story of one seller who was left at the proverbial altar by a qualified buyer, then found a better match–and an above market offer–using the FP Transitions open market system.

After being burned by an independently found buyer, this seller turned to the FP open market, determined not to be taken advantage of again.

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Topics: Acquisition, M&A, Buying & Selling

NEW BOOK - Now Available

Posted by FP Transitions on Aug 31, 2016 10:42:55 AM

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 the book on Mergers & Acquisitions for the financial services industry.

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Topics: Acquisition, M&A, Business Value, Buying & Selling, "Buying, Selling, and Valuing Financial Practices", Published

CASE STUDY: Acquisition Wrap Up

Posted by FP Transitions on Mar 24, 2016 9:13:11 AM

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“In the acquisition marketplace, the impression you create can make or break your success. The market is competitive, the industry is tightly regulated, and decisions can be made based on intangible matching criteria and gut feeling. This is the real story of three buyers, and how their various approaches to the transaction ultimately led one to the winner’s circle.”

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Topics: Acquisition, M&A, Buying & Selling

What's Next...[VIDEO]

Posted by FP Transitions on Nov 24, 2015 1:00:00 PM

We've got some exciting news for 2016: a new book!

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Topics: Announcements, Buying & Selling, "Buying, Selling, and Valuing Financial Practices", Published

Gaining Peace of Mind: Tips for Selling Your Practice

Posted by Jeanie O'Reilly Northcutt on Aug 19, 2015 10:00:00 AM

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After being in the financial services industry for over a decade, there is one thing I have found to be an almost universal truth: Independent financial advisors absolutely love what they do. The topic of selling is often sensitive and difficult for advisors who have been growing an independent practice for the majority of their careers.

Many advisors who have built their practices from the ground up are not always ready to sell and walk away. There are some, however, who are ready to slow down after years of a rewarding career and view selling as a path to retirement. Whatever the situation may be, there are several things that you should consider if you want to receive the full value of your practice while also finding the best fit for your clients.

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Topics: Selling Your Practice, Acquisition, Buying & Selling

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