FP Transitions Resources
FPT_Business-Person-no-border

Exclusively for Commonwealth Advisors

FP Transitions has gathered the following resources to inform Commonwealth advisors about many important topics. Feel free to reach out to our consulting team for more information.

Owner Resources

Identifying A Successor Identifying A Successor
Ownership Eligibility Ownership Eligibility
Building Equity Pathways Building Equity Pathways
FPT_Value-Valuation Valuation

Next generation Owner Resources

Honing Ownership Traits Honing Ownership Traits
Benefits of Synthetic Equity Benefits of Synthetic Equity
Starting the Ownership Conversation Starting the Ownership Conversation
Preparing Yourself and Your Boss for Ownership Preparing Yourself and Your Boss for Ownership

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