TRANSITION TALK :: Blog | Exit Planning

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...

Buying & Selling, Exit Planning, Sell and Stay™

Posted by EMS Team on July 26, 2022

How To Build the Best Continuity Plan for You

While continuity plans are required by the U.S. Security and Exchange Commission (SEC), many advisors stop at the bare minimum, leaving their firm open to major disruption, and potentially an eroded value that leaves family or colleagues holding...

Posted by FP Transitions on February 23, 2022

LLC vs. Corporation. Which entity structure fits your goals?

Building a solid foundation for your business begins with selecting a legal entity and tax structure that will be most beneficial for your circumstances. When choosing the right entity for...

Posted by FP Transitions on January 3, 2022

The Sell and Stay® Strategy

Everyone has a unique vision of their future; we’re all trying to forge a path with our careers to that end goal where we can take a big breath and simply enjoy the life we’ve earned. While we might have an idea of the specific journey we will...

Posted by Mike McKennon on May 28, 2020

Monitoring the Health of Your Business with Annual Checkups

Completing an annual valuation on your business is the financial service industry equivalent of undergoing your annual physical. I’ll turn 55 this year and I have resigned myself to the fact that prescription medications have officially become...

Posted by FP Transitions on April 11, 2017

6 Considerations for Selling Your Business

Selling a business is overwhelming. And while there’s no getting around the complex process, negotiations, and paperwork, there are steps you can take prior to listing your business that will help to smooth the process. Being prepared means less...

Selling Your Practice, Buying & Selling, Exit Planning

Posted by Laurie Nichols, RLP, CPC & ELI—MP on February 7, 2017

Your Future, Your Choice

If you’ve been reading my recent posts, you know I consider myself a “win-win” gal. You’ve read about how the self-discovery of my real win—not owning the business—was key to not only successfully exiting my business, but also launching what I...

Selling Your Practice, Culture, Guest, Exit Planning, Next Generation

Posted by Laurie Nichols, RLP, CPC & ELI—MP on December 7, 2016

Mirror, Mirror

This is the third piece in our series with guest writer Laurie Nichols (read the first here and the second here) that chronicles her personal journey of selling her her business four years ago.

After spending nearly 30 years in financial...

Selling Your Practice, Guest, Exit Planning

Posted by Laurie Nichols, RLP, CPC & ELI—MP on October 12, 2016

Someday is Today

After Laurie Nichols out of her business four years ago - a transition that took her on a personal goal-setting journey (read about it in her first guest post here)- she was able to look back on the importance of planning ahead for a successful...

Selling Your Practice, Guest, Exit Planning

Posted by FP Transitions on July 1, 2016

M&A Data Release

At FP Transitions, we’ve been valuing financial advisory practices and facilitating their transitions on the open market for almost two decades. In that time we’ve amassed the industry’s largest, most comprehensive database of financial advisor...

Posted by FP Transitions on June 9, 2016

Industry Headwinds [NEW WEBCAST]

In an industry where the ability to adapt is crucial, it speaks volumes that the current volatility is making many financial professionals nervous. New standards, laws, regulators, and even technology threaten to make a huge impact on single-owner...