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Posted by FP Transitions on June 15, 2023

Ideas Without Action? You’re Not Alone.

Great opportunity comes often with great risk. But just as importantly, and far more prevalently, everyday challenges wear on us, too. How many times have you had the same conversation with a client about opening that 529? Or upping that 401k...

Posted by FP Transitions on April 11, 2023

Tips for Increasing Firm Value

You invest a substantial amount of energy into running, growing, and evolving your business. Knowing when, where, and how to best direct your efforts could mean the difference in thousands, or even millions, of dollars long-term. Having spent two...

Posted by FP Transitions on October 6, 2022

Mark, Measure, Monitor and Master KPIs to Maximize Growth, Profit, and Value

Key performance indicators, or KPIs, are data points which help businesses assess progress towards an intended result. Ensuring you take the time to Mark, Measure, Monitor, and Master those KPIs which will help you manage, protect, and grow the...

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