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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 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 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...
Posted by FP Transitions on July 16, 2020
The Four Greatest Opportunities for Financial Advisors
Today’s Independent financial advisors face an endless array of challenges and opportunities. Identifying challenges before they arise is key for finding solutions and developing strategies for tackling the issues that present the greatest...
Posted by FP Transitions on January 30, 2019
Harnessing the Power of Mergers
Mergers are transactions that can take on many shapes, apply to almost any size advisory enterprise, and are infinitely customizable depending on the unique details and situations of the participating advisors.
Advisors commonly think of a merger...
Posted by FP Transitions on September 4, 2018
David Grau Sr., JD on Advisor2Advisor Podcast
Last month FP Transitions President and Founder, David Grau Sr., JD, joined Scott and Pat on the Advisor2Advisor podcast to discuss common concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make...
Posted by FP Transitions on August 8, 2018
Alternatives to a Traditional Acquisition
One of the fastest ways for an advisor to grow their business is to acquire another advisor’s book of business. Most advisors see this “traditional acquisition” route as a quick and easy way to increase their revenue and managed assets, but if...
Posted by FP Transitions on May 18, 2018
8 Considerations for Your Merger Strategy
“Mergers & Acquisitions” is a phrase that gets used off-handedly, but those are substantially different transactions. An acquisition itself is a complicated enough process. But in a merger there are the additional components required to wholly...