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Posted by FP Transitions on June 20, 2023

Defining Your Enterprise: What Are You Building?

For our clients, the courses of action may differ, but growth is the number one priority. The goal could be to grow and then sell it to a third party for maximum value. Alternatively, the aim could be to create a sustainable enterprise capable of...

Posted by FP Transitions on February 17, 2022

Continuity Partner Matching, a Benefit of EMS™ Professional

Recently, a client told us that since she had implemented a formal continuity plan, her clients have felt more comfortable adding assets to their portfolios now that their tenure with her business is protected. This stability of continuity is an...

Posted by FP Transitions on August 9, 2021

Mid-Year Market Update - Key Insights

Last month our M&A Director James Fisher, JD and CEO Brad Bueermann delivered our 2021 Mid-Year Market Update and explored marketplace activity for the first half of 2021.

We all know that 2020 was a truly unique year on all fronts. The financial...

Posted by FP Transitions on July 26, 2021

From Insight to Implementation: A Strategic Path to Business Success

We know it’s common to focus on getting a new client by sharing just enough information to win the sale. Often, that comes down to a quick diagnosis based on what thesalesperson wants to sell, rather than what the client truly needs.

We don’t do...

Posted by FP Transitions on July 16, 2020

The Four Greatest Opportunities for Financial Advisors

Today’s Independent financial advisors face an endless array of challenges and opportunities. Identifying challenges before they arise is key for finding solutions and developing strategies for tackling the issues that present the greatest...

Posted by Stuart Smith, JD on March 11, 2020

Structuring Ownership Compensation

Professionals working in the independent financial services industry tend to organize their business the same way as other professional service providers. Whether a dentist, lawyer, or wealth advisor, chances are that the firm owner is both a...

Posted by FP Transitions on February 21, 2020

Financing for Successors

Your principal advisor has invited you to become an owner. Congratulations! The majority of next-generation advisors are energized by the demand for and the opportunity of succession planning, but most founders are stalled leaving successors...

Posted by FP Transitions on November 13, 2019

Targeted Growth Solutions for Financial Advisors - FREE eBook Download

Today’s independent financial advisors face an endless array of opportunities (and challenges). The key is to identify impediments before they arise and to develop strategies for tackling the issues that present the greatest opportunities for...

Posted by FP Transitions on November 7, 2019

Elevating a Legacy : A G2 Success Story

In our first book “Succession Planning for Financial Advisors,” founder David Grau Sr., JD recounted one advisor’s early succession journey, including his ownership team’s bumps and triumphs as they executed the first tranches of their plan. Today,...

Posted by FP Transitions on October 23, 2019

Next-Gen Impact

The sustainability of financial services businesses depends on the incorporation of new talent. The demand for next-generation talent continues to increase as longevity, continuity, and staying competitive become top priorities for many financial...

Posted by FP Transitions on October 21, 2019

NEW Roundtable Talk - G2 Perspectives : Cultural Fit and the Ownership Mentality

In this Roundtable Talk, the next-generation ownership of FP Transitions discuss their own experiences in taking the mantle to shape the team and future of the business. They explore hiring for cultural fit and potential value, the definition of...

Posted by FP Transitions on October 8, 2019

Entrepreneurs Need Intrapreneurs

We all know what an entrepreneur is. Many independent financial advisors would likely identify themselves as an entrepreneur. 

Many entrepreneurs worked 18-hour days to get their business off the ground and wore all the hats in the company–CEO,...

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