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Posted by FP Transitions on July 1, 2016
M&A Data Release
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...
Posted by FP Transitions on June 9, 2016
Industry Headwinds [NEW WEBCAST]
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...
Posted by FP Transitions on March 24, 2016
CASE STUDY: Acquisition Wrap Up
“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...