Blog
Select Topic:
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...
Posted by FP Transitions on April 11, 2017
6 Considerations for Selling Your Business
Selling a business is overwhelming. And while there’s no getting around the complex process, negotiations, and paperwork, there are steps you can take prior to listing your business that will help to smooth the process. Being prepared means less...
Posted by FP Transitions on March 9, 2017
Your Transition Team & Nonadvocacy Support (Excerpt)
The following sections are excerpted from the book Buying, Selling, and Valuing Financial Practices by FP Transitions president and founder David Grau Sr., JD.
Let's highlight the importance of having a strong transition team in your corner as...
Posted by Laurie Nichols, RLP, CPC & ELI—MP on February 7, 2017
Your Future, Your Choice
If you’ve been reading my recent posts, you know I consider myself a “win-win” gal. You’ve read about how the self-discovery of my real win—not owning the business—was key to not only successfully exiting my business, but also launching what I...
![Navigating Uncertainty in Turbulent Times [NEW RESOURCE]](https://www.fptransitions.com/hs-fs/hubfs/Blog_Images/_Published/turbulentseas_banner.jpg?width=458&height=280&name=turbulentseas_banner.jpg)
Posted by FP Transitions on January 10, 2017
Navigating Uncertainty in Turbulent Times [NEW RESOURCE]
Rough Seas
In the heyday of maritime exploration, traveling the world’s oceans promised adventure and immense risk. Turbulent seas and unfavorable weather endangered crews, threatened ships, and spoiled the best-laid plans. Seasoned captains...
Posted by Laurie Nichols, RLP, CPC & ELI—MP on December 7, 2016
Mirror, Mirror
This is the third piece in our series with guest writer Laurie Nichols (read the first here and the second here) that chronicles her personal journey of selling her her business four years ago.
After spending nearly 30 years in financial...
Posted by Laurie Nichols, RLP, CPC & ELI—MP on October 12, 2016
Someday is Today
After Laurie Nichols out of her business four years ago - a transition that took her on a personal goal-setting journey (read about it in her first guest post here)- she was able to look back on the importance of planning ahead for a successful...
Posted by Laurie Nichols, RLP, CPC & ELI—MP on September 7, 2016
Thriving from the Other Side of Selling
The 4-year anniversary of the sale of my financial advisory business is rapidly approaching.
The memories from 30 years spent in the financial services world, including 20 as a managing partner, haven’t completely faded yet. But the time away has...
Posted by FP Transitions on July 1, 2016
M&A Data Release
At FP Transitions, we’ve been valuing financial advisory practices and facilitating their transitions on the open market for almost two decades. In that time we’ve amassed the industry’s largest, most comprehensive database of financial advisor...
![Industry Headwinds [NEW WEBCAST]](https://www.fptransitions.com/hs-fs/hubfs/Twitter_Images/Headwinds_Webcast/Thumbnail.png?width=458&height=280&name=Thumbnail.png)
Posted by FP Transitions on June 9, 2016
Industry Headwinds [NEW WEBCAST]
In an industry where the ability to adapt is crucial, it speaks volumes that the current volatility is making many financial professionals nervous. New standards, laws, regulators, and even technology threaten to make a huge impact on single-owner...
Posted by Jeanie O'Reilly Northcutt on August 19, 2015
Gaining Peace of Mind: Tips for Selling Your Practice
After being in the financial services industry for over a decade, there is one thing I have found to be an almost universal truth: Independent financial advisors absolutely love what they do. The topic of selling is often sensitive and difficult...
Posted by FP Transitions on February 23, 2015
One Chance to Do it Right : A Seller's Story [CASE STUDY]
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, how do you just turn it over to someone else? Will they work as hard as you have? Will they care for your...