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Posted by FP Transitions on October 13, 2026
How Fidelity’s Threshold Announcement Creates Opportunity for Small RIAs
Posted by FP Transitions on October 8, 2026
10 Steps to Consider When Assessing a Potential Practice Purchase
Posted by Scott Leak, CFP®, CEPA® on September 21, 2026
How to Scale a Financial Advisory Firm Without Creating More Complexity
For RIAs and independent advisory firms, growth is a natural goal. But often, it can start to feel less like progress and more like pressure.
Posted by Scott Leak, CFP®, CEPA® on September 21, 2026
How to Benchmark Your Advisory Firm’s Financial Performance
Your advisory firm is growing. But is that growth making the business stronger?
Posted by FP Transitions on July 20, 2026
Does AI Increase the Value of Your Advisory Firm?
AI is changing how businesses operate across the board, and financial services is no exception.
One big question firm owners are asking themselves: What is the potential impact of AI on building long-term enterprise value?
The honest answer on AI...
Posted by FP Transitions on June 10, 2026
Five Operational Red Flags that Limit Enterprise Value
If you’re experiencing a growth plateau in your business, it’s likely not because demand has slowed down or clients are leaving. Often, we find that growth stalls because the business itself wasn’t built to scale.
Posted by FP Transitions on June 9, 2026
Is Your Advisory Business Near Peak Value? How to Know When to Sell
By Scott Leak
Posted by FP Transitions on March 11, 2026
The ‘Compensation Equation’ Makes Acquisitions Work
The most successful and valuable M&A deals are those that prioritize a collaborative partnership focused on value benefits. The value of these deals goes beyond books of clients and revenue streams. They enhance and elevate growth potential by...
Posted by FP Transitions on January 7, 2026
Connecting Compensation to Your 2026 Priorities
Align pay with what you actually want to accomplish next year.
Many firms treat compensation like a year-end cleanup project: look back, diagnose what went wrong, adjust payouts to “fix” last year’s frustrations, and move on. But compensation works...
Posted by FP Transitions on November 3, 2025
Optimizing Compensation Strategies for Financial Advisors
Support Firm Growth with Strategic Compensation
In the financial advisory industry, compensation is a powerful tool that can drive team behavior as well as firm success. When compensation is aligned with business goals, it does more than just...
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Posted by FP Transitions on April 29, 2025
How to Turn Around a "No" When Seeking Ownership
The idea of internal succession and transferring ownership to the next generation can be sticky for a lot of advisory owners. The process is daunting and giving up any amount of control can be hard to fathom. For these reasons, top advisors seeking...
Posted by FP Transitions on March 26, 2025
Four Areas Where Valuation Plays a Critical Role
Value is the starting point for everything you want to do for your business in terms of growth, protection, sustainability, and more. It provides a starting point for your plans and informs important decisions, but depending on what you’re trying to...