Resource Library
Discussion
Designing Your Team for Profitable Growth
Learn how team structure and talent strategy directly impact profitability, efficiency, and enterprise value. Whether you're refining your compensation model, recruiting G2 talent, or simply looking to do more with what you’ve built, this session delivers practical, equity-centric guidance you can put to work right away. Watch now and take the next step toward sustainable growth.
Build the Team That Builds Your Business
FP Transitions has guided thousands of advisory businesses in designing scalable team structures, smart compensation models, and equity pathways that retain top talent. Now it’s your turn. Learn how to align your people strategy with your growth goals—and take the next step toward building a more valuable, enduring business. Connect with our experts today.
Related Resources
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My Virtual COO
My Virtual COO is dedicated to transforming service-based businesses and nonprofits into scalable, sustainable organizations that deliver greater impact. Founded by Jennifer Goldman, the firm focuses on optimizing operations to enhance salability, profitability, and capacity—empowering owners to better serve their clients, support their teams, and strengthen their communities.
My Virtual COO
Roles and Responsibilities Chart
Designed to help advisory businesses scale with intention, this free Roles & Responsibilities Chart is a simple yet powerful tool for building a more aligned, efficient, and growth-ready team. Whether you're clarifying roles, streamlining workflows, or strengthening culture, this chart sparks the conversations that move your business forward.
FPInsights® 2025 Advisor
Compensation Study
Designed exclusively for independent advisory businesses, the FPInsights® 2025 Compensation Study provides data-driven insights into how compensation strategies can support scalability, talent retention, and equity growth.
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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.