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Building Your Next Billion in Assets:
The Key to Sustainable Growth & Succession

Powerhouse advisory firms are not built overnight. It starts with a vision, a plan, and the right partnership to lay the groundwork for sustainable growth. FP Transitions works with hundreds of firms every year, playing a critical role in developing scalable, sustainable businesses. This session will focus on one client’s journey—one that ensured leadership continuity, cultural alignment, and long-term business stability.
 
Join industry leaders Rick Kent, Kay Lynn Mayhue, and  Eric Leeper in this exclusive discussion, moderated by Suzanne Siracuse, where they share key insights into Merit Financial Advisors' succession planning journey. CEO Rick Kent will unveil the vision behind Merit’s forward-thinking succession plan and how FP Transitions played a pivotal role in structuring a long-term strategy for sustained success. President Kay Lynn Mayhue offers a personal perspective on transitioning from a seller to a partner and firm leader, providing a firsthand account of leadership evolution. Meanwhile, FP Transitions CFO and Partner Eric Leeper will outline best practices for crafting a seamless, multi-generational succession model, highlighting the essential do’s and don’ts for long-term business continuity.
 
These industry experts also answered pressing questions on business continuity and leadership transition. Learn how the right succession strategy can transform your business into a sustainable, high-growth firm.

Fuel Your Growth with Strategic Partnerships

FP Transitions has helped hundreds of businesses craft multi-generational succession strategies and navigate strategic partnerships for growth. Now, it’s your turn. Gain insights from those who’ve done it, and take the next step toward securing your legacy. Connect with our experts today

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Contact Merit
Financial Advisors

Merit Financial Advisors is built on core values and a relationship-driven culture, guiding clients through life’s transitions with expert financial planning. As a multi-generational firm, Merit protects wealth, builds legacies, and empowers the next generation.

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Contact
FP Transitions

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.

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Building a Sustainable Business for Long-Term
Value Growth

Advisors need lasting businesses for client continuity, yet many lack succession plans. A multi-generational structure protects value, boosts profitability, and ensures sustainability.

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Understanding Sell & Stay®

A Sell and Stay® strategy unites two owners as partners, combining talent and resources to build a stronger, growing business. More customizable than a full sale and more accessible than internal succession, it’s a flexible solution for advisors seeking growth, strength, or transition from daily operations.

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Continuity is Not Succession

Continuity and succession planning serve distinct purposes: continuity ensures stability after unexpected events, while succession strategically transitions ownership over time for long-term sustainability. Understand the key differences by clicking below.

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Our Non-Advocacy Approach

FP Transitions has spent 25 years developing a unique, non-advocacy M&A approach. Unlike traditional models with separate buyer and seller advocates, we take a neutral role, fostering collaborative deals that align interests and drive long-term success.

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