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Posted by FP Transitions on November 1, 2023
Purpose, Perspective, Premise — the Three Ps of Business Valuation
Purpose, perspective, and premise are the foundations of business value. With these three key aspects we can weigh an incredible amount of detail and data to determine the most accurate value of the business–for any circumstance. The more accurate...
Posted by FP Transitions on September 6, 2023
Top 10 Drivers of Business Value
The value of your practice is determined by many factors, some obvious, and some not so obvious. And the degree to which some aspects impact your value more largely depends on the reason you’re valuing the business in the first place.
Whether...
Posted by FP Transitions on July 6, 2023
Lending Advice from FP Transitions and Oak Street Funding
What we wish everyone knew about succession planning.
We sat down with lenders, analysts and valuation experts to talk about what really happens in succession planning. Four seasoned professionals weighed in, and the answers are remarkably candid.
...
Posted by FP Transitions on June 15, 2023
Ideas Without Action? You’re Not Alone.
Great opportunity comes often with great risk. But just as importantly, and far more prevalently, everyday challenges wear on us, too. How many times have you had the same conversation with a client about opening that 529? Or upping that 401k...
Posted by FP Transitions on April 11, 2023
Tips for Increasing Firm Value
You invest a substantial amount of energy into running, growing, and evolving your business. Knowing when, where, and how to best direct your efforts could mean the difference in thousands, or even millions, of dollars long-term. Having spent two...
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?
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 18, 2021
FP Transitions Named Top 10 Valuation Service Companies - CFO Tech Outlook
We're pleased to announce that FP Transitions was named one of CFO Tech Outlook's Top 10 Valuation Service Companies of 2021, recognizing FP Transitions' efforts and placing our team at "the forefront of providing Valuation consulting services and...
Posted by FP Transitions on July 24, 2015
Brad Says...
Posted by FP Transitions on April 14, 2015
The Art of Valuation
Success in any endeavor comes from a combination of luck, timing, and strategy. If your goal is to grow your practice, acquire another firm, or build a legacy with your financial advisory business, developing the right strategy is crucial to your...