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Posted by FP Transitions on November 23, 2023
Why Advisors Should Avoid Handshake Deals
The financial services industry is a personable one. Professional networking and client prospecting depend on an advisor’s charisma and ability to connect beyond surface pleasantries. But when it comes to selling a business, it’s important for...
Posted by FP Transitions on April 30, 2020
Offers in the Mail
For many financial advisors, it has become commonplace to receive unsolicited offers in the mail. The offers to buy practices usually promise a competitive valuation and purchase price, great terms and future opportunities, and are backed by...
Posted by FP Transitions on January 13, 2016
Acquisition Tip of the Week #9
In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport, and cultivate trust through transparency.
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