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Posted by FP Transitions on May 8, 2024
Considering Key Stakeholders
ARE YOU CONSIDERING THESE IMPORTANT STAKEHOLDERS IN YOUR TRANSACTION?
Finding the right transaction partner, and executing a potentially complicated and emotional transition, can attract most of the consideration in an M&A deal. It’s important to...
Posted by FP Transitions on February 13, 2024
Buyer and Seller – Finding the Perfect Match
One could argue that the open market acquisition process is a bit like online dating. Using a finite amount of fields and characters you must convey to someone–whom you’ve never met and know a limited amount of information about–that you are worth...
Posted by FP Transitions on November 23, 2023
The Dangers of Napkin Negotiations
The financial services industry is a personable one. Professional networking and client prospecting depend on your charisma and ability to connect beyond surface pleasantries. But when it comes to selling your business, it’s important to keep your...
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 September 12, 2023
The Invaluable Role of Mediator in M&A
Whether you’re buying or selling a business, there are a few players that are “must-haves” on your transaction team: personal lawyer, CPA/Tax professional, representative of your IBD/Custodian, personal stakeholders, and a non-advocate,...
Posted by FP Transitions on September 5, 2023
Independent Advisors Will Unlock the Future (If They Can Hold Onto the Keys)
Even though it had been in the works for years, last month’s Schwab/Ameritrade merger left both organizations’ advisors wondering what it meant for them. The good news is that the transition has been seen as largely successful, with only some tech...
Posted by FP Transitions on August 30, 2023
Selling Your Practice, One Chance to Do it Right
The decision to sell a financial services practice is a difficult one for any advisor to make. After a lifetime of work to build your business, and after years of earning your clients’ trust, how do you turn the job over to someone else? Will they...
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 April 19, 2023
Preparing to Sell Your Practice
The vast majority of today’s independent advisors only consider the option of selling to a third-party when it is time to retire or significantly throttle back as a last resort. Many advisors prefer a path with internal successors that allows them...
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 December 7, 2022
The Perfect Fit
In our post-covid M&A world, finding “the perfect fit” is paramount. While price plays a role in deals, it has much more to do with the merging or acquiring entity’s vision and proposed deal terms. Our team has an unmatched vantage point in this...
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...