TRANSITION TALK :: Blog | Enterprise Strength

Posted by FP Transitions on April 11, 2022

Top 6 Ways to Grow Your Business

Business growth is a never-ending, and ever-changing objective of all business owners; financial planners included. While the lingering social effects of the pandemic and the challenges of upscaling during the Great Resignation/ Reshuffle can make...

Posted by FP Transitions on July 30, 2021

Balancing Enterprise Strength and Revenue Strength

Many financial services businesses focus on revenue strength while downplaying–or ignoring–enterprise strength. However, revenue strength and enterprise strength are both critical to the growth and sustainability of a business. When revenue is the ...

Posted by FP Transitions on October 28, 2020

The Case Against Revenue Splits [Article]

With all of the modern tools for practice valuations and Equity Management Solutions® available, some financial advisors still choose to use revenue splits, or a revenue-sharing arrangement, as a makeshift succession plan. For a practice owner, this...

Posted by FP Transitions on September 10, 2020

Remodeling Cash Flow [Article]

There are two ways to make money from a financial services business: wages and profit distributions. But, there are four ways to build wealth from the same model:

Wages (including bonuses)
Profit distributions
Equity income selling equity
Equity...

Posted by FP Transitions on August 1, 2018

The Importance of Human Capital – A Founder's Perspective

Looking back over the past few decades, you can easily spot the trends and physical changes in our industry. Since 2000, when FP Transitions formally opened its doors, I’ve seen our profession, especially in those working under an independent...

Posted by FP Transitions on February 29, 2016

[FP WEBCAST] Organizational Structures

When a single advisor with a single book of business reaches a certain level of complexity it makes sense to move it into an entity; an entity with a structure that will support business evolution and growth. Unfortunately, as businesses evolve from...

Posted by FP Transitions on November 11, 2015

[FP WEBCAST] Enterprise Strength vs. Revenue Strength

Revenue Strength: the cash flow, expenses, and assets of your business. Enterprise Strength: the infrastructure that supports revenue growth. Can a business really thrive with just one? In short, no. Each supports the other and together they drive...

Webcasts, Equity, Revenue Strength, Enterprise Strength

Blog