Posted by FP Transitions on July 26, 2023

TREND REPORT: More G2s Seeking Ownership Earlier

M&A Gusto Continues: FP Transitions Rallies to Meet Demand

Independent advisory firms continue to tap FP Transitions for valuation, transaction support and non-advocacy consulting on mergers, sales and acquisitions.

National wealth management...

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 February 23, 2022

LLC vs. Corporation. Which entity structure fits your goals?

Building a solid foundation for your business begins with selecting a legal entity and tax structure that will be most beneficial for your circumstances. When choosing the right entity for...

Posted by FP Transitions on November 29, 2021

KPIs. What are Key Performance Indicators, and how do you Leverage them?

KPIs, or Key Performance Indicators

During a recent webinar hosted by FP Transitions, several attendees had questions about KPIs. Marcus Hagood Director of Equity Management Solutions®at FP Transitions, and Mike McKennon, EMS™ Consultant at FPT,...

Posted by FP Transitions on August 20, 2021

Debunking Five M&A Myths

During our 2021 Mid-year Market Update, in addition to up-to-date transaction data and trends, our experts, M&A Director James Fisher, JD and CEO Brad Bueermann, explored some myths and misconceptions about the current M&A marketplace.

The problem...

Posted by FP Transitions on January 4, 2021

The Opportunity of a New Year

Happy New Year!

More than ever, we look forward to 2021 with the sense of reset and resolution that comes with the changing of the calendar year. We can breathe a sigh of relief that we made it through the chaos and onslaught of 2020.

If we take a...

M&A, State of the Market, FPT in the News

Posted by FP Transitions on July 23, 2018

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...

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...

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...

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