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Posted by FP Transitions on April 11, 2023

Tips for Increasing Firm Value

You invest a substantial amount of energy into running, growing, and evolving your business. Knowing when, where, and how to best direct your efforts could mean the difference in thousands, or even millions, of dollars long-term. Having spent two...

Posted by FP Transitions on March 18, 2019

Creating Collaborators Instead of Competitors

A large percentage of advisory businesses use some form of revenue-sharing arrangements, or an eat-what-you-kill system, that rewards sales and production tied to the top line, not the bottom line. This is true of small practices as well as larger...

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 3, 2014

Revenue Sharing Vs. Equity: Beware Of 'Eat What You Kill'

"To paraphrase Oscar Wilde, independent advisors who rely on revenue sharing versus equity for compensating junior advisors are aware of price but not value. If your goal as an independent advisor is to build a valuable and enduring business, then...

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