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Posted by FP Transitions on August 18, 2021
FP Transitions Named Top 10 Valuation Service Companies - CFO Tech Outlook
We're pleased to announce that FP Transitions was named one of CFO Tech Outlook's Top 10 Valuation Service Companies of 2021, recognizing FP Transitions' efforts and placing our team at "the forefront of providing Valuation consulting services and...
Posted by FP Transitions on January 4, 2021
The Opportunity of a New Year
Happy New Year!
More than ever, we look forward to 2021 with the sense of reset and resolution that comes with the changing of the calendar year. We can breathe a sigh of relief that we made it through the chaos and onslaught of 2020.
If we take a...
Posted by FP Transitions on October 10, 2019
FPT in the News - Journal of Financial Planning: Lay the Foundation for the Next Generation of Ownership
In the October 2019 issue of the Journal of Financial Planning, FP Transitions' Christine Sjölin, VP of Strategic Development and Operations, contributed her article "Lay the Foundation for the Next Generation of Ownership." The article discusses...
Posted by FP Transitions on September 13, 2019
FPT in the News - The New York Times : Wealth Advisory Firms Are Merging, but What’s in It for Clients?
FP Transitions CEO, Brad Bueermann, weighs in on the "trend" of consolidation among wealth management firms in Friday's New York Times Article, "Wealth Advisory Firms Are Merging, but What's in it for Clients?" by Paul Sullivan. Experts share...
Posted by FP Transitions on September 10, 2019
FPT in the News - FA Magazine : Roadmap to an Internal Succession Plan
Ahead of FA's 2020 Invest in Women's Conference in April 2020, Michaela G. Herlihy shares important insight and actionable advice for making the transition from employee to owner. She covers identifying and Implementing proper policies and...
Posted by FP Transitions on September 4, 2018
David Grau Sr., JD on Advisor2Advisor Podcast
Last month FP Transitions President and Founder, David Grau Sr., JD, joined Scott and Pat on the Advisor2Advisor podcast to discuss common concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make...
Posted by FP Transitions on July 9, 2018
"Sustainability and the Future of the Profession" – NEW FPT article in Journal of Financial Planning, July 2018
This month'sJournal of Financial Planningincludes an in-depth piece written by FP Transitions' President & Founder, David Grau Sr., J.D.:Sustainability and the Future of the Profession.See excerpt below and click to read the whole article.
"It...
Posted by FP Transitions on November 11, 2014
Boosting Curb Appeal
There is much to consider when determining and receiving the true value of your financial services practice, things like assets under management, client demographics, revenue mix, likely employee and client retention, and, of course, cash flow....
Posted by FP Transitions on July 24, 2014
Charting Your Succession Course
Sell to a third party, or a junior partner? There are pros and cons to each, but either one beats a dead-stick landing.
Posted by FP Transitions on July 9, 2014
Benzinga PreMarket Prep Interview
Yesterday, FP Transitions president and founder David Grau Sr., JD appeared as a guest on benzinga.com and #Premarket Prep to discuss his new book Succession Planning for Financial Advisors: Building an Enduring Business and the succession planning...
Posted by FP Transitions on June 26, 2014
Succession Planning Can Boost Business
“Succession planning isn’t just about figuring out who’s going to take over when you’re gone,” says David Grau Sr., President and Founder of FP Transitions. “It’s about building a business that will support your long-term vision, and which will...
Posted by FP Transitions on June 19, 2014
Remodel Cash Flow to Build Businesses of Enduring Value
Professional goals should extend beyond just earning a living during an advisors peak working years, learn how to perpetuate your income into the future.