Succession Planning Can Boost Business

Posted by FP Transitions on Jun 26, 2014 11:30:00 AM

“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 continue to serve clients even when you’re not around as much.” article "Succession Planning Can Boost Business" with insight and research from SEI and FP Transitions. Read the full article here.

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Topics: Succession Planning, Business Growth, FPT in the News

Remodel Cash Flow to Build Businesses of Enduring Value

Posted by FP Transitions on Jun 19, 2014 4:34:00 PM

Professional goals should extend beyond just earning a living during an advisors peak working years, learn how to perpetuate your income into the future. 

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Topics: Compensation, Business Growth, FPT in the News, Cash Flow, Sustainability

Isn't it Ironic?

Posted by FP Transitions on Jun 6, 2014 1:40:00 PM

“Isn't it ironic? Most independent financial advisers have no exit strategy and let their firms die through attrition.”

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Topics: Selling Your Practice, Acquisition, Business Value, FPT in the News

Revenue Sharing Vs. Equity: Beware Of 'Eat What You Kill'

Posted by FP Transitions on Jun 3, 2014 2:51:00 PM

"To paraphrase Oscar Wilde, independent advisors who rely on revenue sharing versus equity for compensating junior advisors are aware of price but not value.  If your goal as an independent advisor is to build a valuable and enduring business, then the focus should be on compensation structures that underpin the creation of a team of advisors working together in support of a single enterprise."

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Topics: Equity, Revenue Sharing, FPT in the News