Wealth Enhancement Group is a national wealth management firm providing integrated financial services through a collaborative team of specialists. Their signature Roundtable™ approach delivers personalized guidance across retirement planning, investments, tax strategies, and estate planning—helping clients navigate life’s most complex financial decisions.

FP Transitions specializes in building multi-generational businesses through seamless succession planning and strategic partnerships. With expert guidance on effective transition strategies, we help ensure long-term growth and sustainability.

Gain practical guidance on preparing for and executing M&A transactions with lasting impact. FP Transitions experts and consultant Liv Olsen discuss how to align stakeholders, define priorities, and manage both operational and human dynamics for long-term success.

This breakdown walks you through the key financial, legal, and strategic considerations involved in acquiring or merging with another book of business—helping you understand deal structures, tax treatment, equity implications, and how to position your firm for long-term success.

Creating a multi-generational business secures continuity for clients and long-term growth by involving next-generation advisors as investors. Founders gradually transition from primary revenue producers into mentorship roles, ensuring sustainable profitability and business stability for generations.

Discover the six key elements that drive alignment in successful M&A deals—from service models and investment philosophy to culture and fee structures. This overview outlines what truly defines a strong strategic fit, helping buyers and sellers focus beyond price to build long-term, value-driven partnerships.