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Posted by FP Transitions on April 11, 2022

Top 6 Ways to Grow Your Business

Business growth is a never-ending, and ever-changing objective of all business owners; financial planners included. While the lingering social effects of the pandemic and the challenges of upscaling during the Great Resignation/ Reshuffle can make...

Posted by FP Transitions on February 23, 2022

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

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

11 Places to Find Top Talent

Finding and recruiting talented professionals can be time consuming and intimidating. In this industry, online job boards like Indeed and Monster are not all that relevant. There are many other - better - places to locate up-and-coming talent....

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 January 26, 2016

Acquisition Tip of the Week #10

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...

Posted by FP Transitions on January 13, 2016

Acquisition Tip of the Week #9

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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Posted by FP Transitions on January 6, 2016

Acquisition Tip of the Week #8

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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Posted by FP Transitions on December 16, 2015

Acquisition Tip of the Week #7

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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Posted by FP Transitions on December 9, 2015

Acquisition Tip of the Week #6

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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Posted by FP Transitions on December 2, 2015

Acquisition Tip of the Week #5

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.

Posted by FP Transitions on November 19, 2015

Acquisition Tip of the Week #4

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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