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Posted by FP Transitions on February 21, 2024
The Rolling 5-Year Plan: Solving Succession Challenges
One of the best things about financial advisors and wealth management professionals – you love your job. You enjoy the puzzle and the prospecting. You enjoy the paycheck. And you enjoy your clients. We know this because we know you. This is what you...
Posted by FP Transitions on February 27, 2023
2023 Financing Update - An Interview with Live Oak Bank
We’re coming off an incredible year from mergers and acquisitions yet again. In fact, we closed out 2022 as one of our greatest ever for FP Transitions, and the same goes for Live Oak Bank. We took a moment to reconnect with James Hughes, SVP of...
Posted by FP Transitions on January 5, 2023
Sell and Stay® - the Gradual Exit Plan
The Sell and Stay® path is an often overlooked, gradual exit option hidden amongst the other options of internal succession, mergers, and external sales. For owners who need to–or want to–work towards an exit but are not yet ready to leave the...
Posted by FP Transitions on January 3, 2022
The Sell and Stay® Strategy
Everyone has a unique vision of their future; we’re all trying to forge a path with our careers to that end goal where we can take a big breath and simply enjoy the life we’ve earned. While we might have an idea of the specific journey we will...
Posted by FP Transitions on July 22, 2020
Buyer Benefits of a Sell and Stay® Transaction
The Sell and Stay® approach to selling a financial services business was developed by the professionals at FP Transitions to fulfill the preference of many sellers to gradually exit the business by giving up their ownership obligations while...
Posted by FP Transitions on September 27, 2019
Plotting Your Exit
When should you start developing your exit plan or succession plan?
The short answer is: start the planning process early. Successful internal succession planning can be a 10- to 15-year process so give yourself adequate time. For advisors who want...