TRANSITION TALK

Addressing Sustainability – One step at a time.

Posted by FP Transitions on Jan 12, 2022 12:54:26 PM

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Topics: Continuity Planning, Webcasts, Multi-Generational Ownership, Organizational Structure, Business Growth, Tip of the Week, Business Value, Client Success, Sustainability, Client Relationships, Business Operations

11 tips on where to look for the next new advisor to join your firm

Posted by Kem Taylor on Nov 29, 2021 7:57:00 AM

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The search for new talent can be time consuming and intimidating. As with any company, online job boards like Indeed and Monster are good starting points. There are other resources to supplement these tools, and as a financial advisory firm there are some unique tools you can leverage. Whether you’re looking to recruit experienced advisory professionals, or fresh, new talent, the following are 11 more resources for finding new talent.

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Topics: Multi-Generational Ownership, Organizational Structure, Culture, Tip of the Week, Next Generation, Talent Recruitment, Sustainability, Building Your Team

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

Posted by FP Transitions on Nov 29, 2021 7:47:00 AM

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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 System at FP Transitions, and Mike McKennon, EMS Consultant at FPT, had previously hosted a webinar on KPIs, and many of those key points are featured in the following post.

 Knowing the KPIs

The industry is flush with discussions of KPIs. Surely, you’ve heard the term before, or perhaps seen these indexes described as performance metrics, key variables or key success indicators. At FP Transitions, we use the term Key Performance Indicator; but ultimately, the data these terms convey is the same. KPIs are a unit of measurement leveraged to help you determine where your business is at, where you want to go, and will ultimately provide you with a road map of how you should proceed on your journey.

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Topics: Webcasts, Business Growth, Tip of the Week, Deal Structure, State of the Market, Sustainability, Benchmarking, Valuation & Appraisal, Business Operations

Acquisition Tip of the Week #10

Posted by FP Transitions on Jan 26, 2016 11:39:00 AM

One of the most important factors in structuring an acquisition deal is figuring out payment terms, including down payments, payments schedules, and expected annual adjustments, if any. It has become a common practice to fully buy out a business over the course of 4-6 years, and that a seller must wait until then to receive the full value of their business. But what if there was another way?

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Topics: Acquisition, Tip of the Week, Financing, Bank Financing

Acquisition Tip of the Week #9

Posted by FP Transitions on Jan 13, 2016 10:09:00 AM

In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport, and cultivate trust through transparency.

 

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Topics: Acquisition, Tip of the Week, Due Diligence

Acquisition Tip of the Week #8

Posted by FP Transitions on Jan 6, 2016 1:00:00 PM

In our experience, the smoothest, most successful deals come from buyers and sellers who build a rapport and cultivate trust through transparency.

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Topics: Acquisition, Tip of the Week, Deal Structure

Acquisition Tip of the Week #7

Posted by FP Transitions on Dec 16, 2015 1:00:00 PM

Why doesn’t “all cash” equal best buyer? Our listings director Jeanie Northcutt tells you why in our latest Acquisition Tip of the Week.

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Topics: Acquisition, Tip of the Week

Acquisition Tip of the Week #6

Posted by FP Transitions on Dec 9, 2015 9:26:07 AM

There’s a big difference between just knowing you’re the best and proving you’re the best to a seller who doesn’t know you at all.

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Topics: Tip of the Week

Acquisition Tip of the Week #5

Posted by FP Transitions on Dec 2, 2015 2:00:00 PM

It's rare that an initial meeting between seller and potential buyer occurs face-to-face. So, how do you make a good first impression without appearances? Keeping your professional etiquette intact is often more important than the cash on the table.

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Topics: Acquisition, Tip of the Week

Acquisition Tip of the Week #4

Posted by FP Transitions on Nov 19, 2015 2:57:48 PM

We all speak in what ifs and maybes when we're chatting with friends and colleagues. But casual conversations when there's a potential acquisition in the picture can have consequences when you move your discussion to the negotiating table.

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Topics: Acquisition, Tip of the Week

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