TRANSITION TALK

There Has Never Been a Better Time to Sell

Posted by David Grau Sr., JD on Jul 23, 2018 4:27:01 PM

There Has Never Been A Better Time to Sell

Over the past two and a half decades of working in this industry, as a regulator, an attorney and now at FP Transitions, I can safely say that I have never seen a better time to be the seller of an independent financial services or advisory practice. The commonly applied term, “a seller’s market,” barely does this observation justice. We are seeing so many supporting elements (price, terms, taxes, financing, demand, etc.) come together right now, that this may be the peak for sellers for years to come.

So here is my message: If you’re thinking about selling what you’ve built and handing the reins to a strong, next generation acquirer at any time in the next two to three years, you need to start thinking about these items today. You really need to understand why this may be the perfect time to call it a day and to sell for the full value you’ve built over the length of your career and to let someone else be responsible for the future. In a nutshell, here are the elements that are creating, perhaps simultaneously, this great opportunity at the peak of your career:

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Topics: Selling Your Practice, Deal Structure, State of the Market, Open Marketplace

M&A Data Release

Posted by FP Transitions on Jul 1, 2016 11:29:09 AM

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 data. This year’s data tells the story of a robust Mergers & Acquisitions market despite industry uncertainties. 

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This year’s M&A webcast looks back over the last five years of advisor data to bring you a new perspective on the M&A market and the future of your business. Preview the presenation below, or click here to watch the full video. 

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Topics: Succession Planning, Selling Your Practice, M&A, State of the Market, Exit Planning

Industry Headwinds [NEW WEBCAST]

Posted by FP Transitions on Jun 9, 2016 1:56:37 PM

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 practices and multi-generational firms alike.

Practices who have planned ahead and spent time bolstering their revenue and enterprise strengths are likely to fare better, and those have put off building are bound to feel the effects of these headwinds more acutely.

In our newest webcast, FP Transitions founder and CEO, David Grau Sr., J.D., along with our VP of Research and Analytics, Eric Leeper, discuss:

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Topics: Succession Planning, Selling Your Practice, M&A, State of the Market, Exit Planning

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