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Posted by FP Transitions on February 6, 2019
Structure, Sustainability, & Acquisition Strategy
Take a look around your hometown. Your favorite places: the coffee shop, bookstore, brewery, dry cleaner, and salon that you frequent on a pretty regular basis are all small business–or at least started that way. Just like you. These founders had a...
Posted by FP Transitions on December 6, 2016
Ship vs. Life Raft - What Are YOU Building?
Picture a bright orange life raft floating on a dark blue, storm-tossed ocean. In this durable, well-built, small craft sits an independent financial advisor. Our advisor has a paddle for propulsion – the means by which to move the raft to safer...
Posted by FP Transitions on February 29, 2016
[FP WEBCAST] Organizational Structures
When a single advisor with a single book of business reaches a certain level of complexity it makes sense to move it into an entity; an entity with a structure that will support business evolution and growth. Unfortunately, as businesses evolve from...
Posted by FP Transitions on June 19, 2015