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Posted by FP Transitions on May 8, 2022
Recap of the FPT 2022 M&A Market Update
Our summary of the independent advisory M&A market, including a look at real transaction data, context to help advisors understand what's driving the data, and an unbiased look at what's really going on out there.
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 September 27, 2019
Plotting Your Exit
When should you start developing your exit plan or succession plan?
The short answer is: start the planning process early. Successful internal succession planning can be a 10- to 15-year process so give yourself adequate time. For advisors who want...
Posted by Stuart Smith, JD on September 13, 2019
A Green Paper for Financial Advisors
We write a fair number of white papers every year. As thought leaders, it is part of our job to share our thinking with independent financial professionals in order to advance the profession. In our consulting work, our clients often challenge us...
Posted by FP Transitions on August 5, 2015
The Faces of FP [VIDEO]
Meet the faces of FP Transitions–the team of people passionate about your growth. We use our different perspectives and shared desire to help financial advisory businesses, of any size, reach their goals. We care about what we do, and we care about...