Our new book Buying, Selling, & Valuing Financial Practices - The FP Transitions M&A Guide is now available. Order your copy here, and watch the video below to find out why our President & Founder, David Grau Sr., JD decided to [literally] write the book on Mergers & Acquisitions for the financial services industry.
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Topics: Acquisition, M&A, Business Value, Buying & Selling, "Buying, Selling, and Valuing Financial Practices", Published
At FP Transitions, we’ve been valuing financial advisory practices and facilitating their transitions on the open market for almost two decades. In that time we’ve amassed the industry’s largest, most comprehensive database of financial advisor data. This year’s data tells the story of a robust Mergers & Acquisitions market despite industry uncertainties.
This year’s M&A webcast looks back over the last five years of advisor data to bring you a new perspective on the M&A market and the future of your business. Preview the presenation below, or click here to watch the full video.
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Topics: Succession Planning, Selling Your Practice, M&A, State of the Market, Exit Planning
In an industry where the ability to adapt is crucial, it speaks volumes that the current volatility is making many financial professionals nervous. New standards, laws, regulators, and even technology threaten to make a huge impact on single-owner practices and multi-generational firms alike.
Practices who have planned ahead and spent time bolstering their revenue and enterprise strengths are likely to fare better, and those have put off building are bound to feel the effects of these headwinds more acutely.
In our newest webcast, FP Transitions founder and CEO, David Grau Sr., J.D., along with our VP of Research and Analytics, Eric Leeper, discuss:
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Topics: Succession Planning, Selling Your Practice, M&A, State of the Market, Exit Planning
“In the acquisition marketplace, the impression you create can make or break your success. The market is competitive, the industry is tightly regulated, and decisions can be made based on intangible matching criteria and gut feeling. This is the real story of three buyers, and how their various approaches to the transaction ultimately led one to the winner’s circle.”
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Topics: Acquisition, M&A, Buying & Selling