TRANSITION TALK :: Blog | Succession Planning (5)

Posted by FP Transitions on May 18, 2018

8 Considerations for Your Merger Strategy

“Mergers & Acquisitions” is a phrase that gets used off-handedly, but those are substantially different transactions. An acquisition itself is a complicated enough process. But in a merger there are the additional components required to wholly...

Succession Planning, Business Growth, Mergers, Continuity

Posted by Elise Rogers on February 21, 2018

Succession Planning in the Family - Simple or Difficult?

Business succession from parent to child is an age-old practice in human history, from humble cobblers to royal families. The practice stemmed from necessity—parents taught their children the trade they knew in an effort to teach them to survive....

Posted by FP Transitions on January 17, 2018

Closing the Succession Gap

In many professions and in most businesses, succession planning and sustainability are not pressing issues. Most people don’t need a multi-generational dentist office, for instance. Who really cares if the neighborhood hamburger stand or your...

Posted by FP Transitions on August 21, 2017

Is Your Business Ready for the Road Ahead? : Strategies for Organizational Growth [VIDEO]

You took the risk to become independent, hung out the shingle, and spent a myriad of sleepless nights worrying about how to build a business that paid the mortgage. A few bumpy months led to a smoother ride over the years; you now have a strong...

Succession Planning, Testimonial, Continuity

Posted by Laurie Nichols, RLP, CPC & ELI—MP on May 4, 2017

The Push and Pull : Drivers of Succession Success

For many RIA founders, strategic planning—including succession or exit strategies—is not a fun, “can’t wait to get started” activity. I’ve walked in those shoes.

It felt easier, for awhile, to just go with the flow of how the business was naturally...

Succession Planning, Guest

Posted by FP Transitions on January 17, 2017

Succession and The Family Business [VIDEO]

It’s been a while since “keeping it in the family,” assumed your literal family. Yet, many advisors approach succession with pride when they have the opportunity to pass their advisory legacy to a son, daughter, niece, cousin, or other relative.

...

Posted by FP Transitions on October 5, 2016

Client Success Story : The Growth Machine [VIDEO]

In the M&A space for the financial services industry, everyone wants to acquire. Few advisors, however, take the time to sit back and think about what they want from the acquisition: what kinds of clients and assets would complement the existing...

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...

Posted by FP Transitions on April 20, 2016

Succession Success Story [VIDEO]

FP Transitions client Greg Hoffman found the best match for his business, Hoffman Financial Resources, when he added Ross Lawrence to his team 5 years ago. Ross shared Greg’s commitment to the community and passion for helping the people of Nevada,...

Succession Planning, Webcasts, Testimonial, Client Success

Posted by FP Transitions on December 8, 2015

Another Dimension to "Transition"

Creating a succession plan can be a momentous task, leading to a transition that transforms not only the business, but lifestyle of everyone involved. It often takes a team approach to cover all aspects of the transition and the personalities...

Succession Planning, Guest

Posted by FP Transitions on December 7, 2015

Inevitability. Responsibility. Commitment. [VIDEO]

You owe it to your clients to build something concrete that will last through the time of their needs, not just the span of your career. This video shows you why you should create a strategy that will support a multi-generational business.

Succession Planning