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Posted by FP Transitions on March 26, 2025

Four Areas Where Valuation Plays a Critical Role

Value is the starting point for everything you want to do for your business in terms of growth, protection, sustainability, and more. It provides a starting point for your plans and informs important decisions, but depending on what you’re trying to...

Posted by FP Transitions on May 8, 2024

Considering Key Stakeholders

ARE YOU CONSIDERING THESE IMPORTANT STAKEHOLDERS IN YOUR TRANSACTION?

Finding the right transaction partner, and executing a potentially complicated and emotional transition, can attract most of the consideration in an M&A deal. It’s important to...

Posted by FP Transitions on February 13, 2024

Buyer and Seller – Finding the Perfect Match

One could argue that the open market acquisition process is a bit like online dating. Using a finite amount of fields and characters you must convey to someone–whom you’ve never met and know a limited amount of information about–that you are worth...

Posted by FP Transitions on November 23, 2023

The Dangers of Napkin Negotiations

The financial services industry is a personable one. Professional networking and client prospecting depend on your charisma and ability to connect beyond surface pleasantries. But when it comes to selling your business, it’s important to keep your...

Posted by FP Transitions on November 6, 2023

Mergers - A Nontraditional Growth & Acquisition Strategy

Mergers & Acquisitions – everyone’s favorite topic. Understandably so when one of the fastest ways to grow is to acquire and as such, add exponentially more clients (and assets) to your business in one fell swoop.But what about mergers? Mergers are...

Posted by FP Transitions on September 27, 2023

Our Dealmaking Framework

FP Transitions has a unique processthat is something that we have honed and developed over 25 years in the industry. We take a non-advocacy role. Let me explain what that is. Non advocacy is a different type of approach to M&A. Most of the...

Posted by FP Transitions on September 5, 2023

Independent Advisors Will Unlock the Future (If They Can Hold Onto the Keys)

Even though it had been in the works for years, last month’s Schwab/Ameritrade merger left both organizations’ advisors wondering what it meant for them. The good news is that the transition has been seen as largely successful, with only some tech...

Posted by FP Transitions on August 30, 2023

Selling Your Practice, One Chance to Do it Right

The decision to sell a financial services practice is a difficult one for any advisor to make. After a lifetime of work to build your business, and after years of earning your clients’ trust, how do you turn the job over to someone else? Will they...

Posted by FP Transitions on July 24, 2023

Price, Not Value, Is a Product of Negotiation

Price is usually the most difficult hurdle for buyers and sellers to overcome. The value of a business is different for each party participating in a transaction and is based on opinion and the specific set of circumstances for each individual....

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 February 27, 2023

2023 Financing Update - An Interview with Live Oak Bank

We’re coming off an incredible year from mergers and acquisitions yet again. In fact, we closed out 2022 as one of our greatest ever for FP Transitions, and the same goes for Live Oak Bank. We took a moment to reconnect with James Hughes, SVP of...

Posted by FP Transitions on June 28, 2022

Surviving Deal Fatigue

Despite the continued surge of wealth management M&A activity, one surprising fact remains: most of these market participants are engaging in a transaction for the very first time.  While there are aggregators and larger RIAs that will continue to...

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