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Posted by FP Transitions on August 19, 2020

Process Overview: Selling Your Business on the Open Market

Selling your business is a big decision. The good news is that demand is high and you have many options for structuring your exit. You also have many places to conduct your buyer search: reaching out to your professional and community networks,...

Posted by FP Transitions on August 22, 2018

How to Craft a Winning Acquisition Inquiry

The wealth management M&A arena is extremely competitive. Sometimes it seems like just about everyone is racing to buy a business. On average, our marketplace sees over 50 inquiries for every acquisition opportunity listed. That number can be...

Posted by FP Transitions on July 23, 2018

There Has Never Been a Better Time to Sell

Over the past two and a half decades of working in this industry, as a regulator, an attorney and now at FP Transitions, I can safely say that I have never seen a better time to be the seller of an independent financial services or advisory...

Posted by FP Transitions on November 30, 2017

Predatory Buyers

In our second book, Buying, Selling, and Valuing Financial Practices (the M&A Guide), we introduced the term of a “predatory buyer” to our readers. If you are thinking about selling your practice one day, you need to understand how certain buyers...

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