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Using Multiples for Value
Valuation and Benchmarking
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Equity Management: Determining, Protecting, and Optimizing Practice Value
Valuation and Benchmarking
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Blog
Maximizing Key Drivers for Business Revenue and Growth
Valuation and Benchmarking
Internal Succession and Equity
Sustainability
Blog
2022 Market Update
Valuation and Benchmarking
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Key Performance Indicators (KPIs) - What and How To Leverage
Valuation and Benchmarking
Enterprise Growth
Sustainability
Webinar
KPIs of Running a Successful Advisory Business
Valuation and Benchmarking
Enterprise Growth
Entity and Business Structure
Blog
Mark, Measure, Monitor and Master KPIs to Maximize Growth, Profit, and Value
Valuation and Benchmarking
Enterprise Growth
Member Resource
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Tips for Increasing Firm Value
Valuation and Benchmarking
Growth
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A Valuation for Every Scenario
Valuation and Benchmarking
About FP Transitions
Blog
Solutions to the Advisor Marketing Yo-Yo Effect
Valuation and Benchmarking
Growth
Marketing
Blog
10 Reasons to Value and Monitor Your Practice
Valuation and Benchmarking
Continuity Planning
Growth
Blog
Purpose, Perspective, Premise — the Three Ps of Business Valuation
Valuation and Benchmarking
Internal Succession and Equity
Growth
Service Info Sheet
Valuation Services
Valuation and Benchmarking
About FP Transitions
Enterprise Growth
Roundtable Talk
Compliance Audits & Practice Value: A Roundtable Talk with Bates Group
Valuation and Benchmarking
Tax and Regulatory Issues
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Valuation vs. Appraisal
Valuation and Benchmarking
Enterprise Growth
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Equity Management Solutions®
Valuation and Benchmarking
Continuity Planning
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Solving Valuation - Book Excerpt
Valuation and Benchmarking
Exit Planning
Member Resource
Book
Valuation Fundamentals - Book Excerpt
Valuation and Benchmarking
Exit Planning
Member Resource
Book
The Basics You Need to Know - Book Excerpt
Valuation and Benchmarking
Acquisition
Member Resource
White Paper
Understanding the Value of Your Business
Valuation and Benchmarking
Entity and Business Structure
Blog
Maximizing Business Growth Through Benchmarking
Valuation and Benchmarking
Enterprise Growth
Sustainability
Article
Estimating Value Based on Recurring Revenue
Valuation and Benchmarking
Deal Structure and Documentation
Enterprise Growth
Blog
Monitoring the Health of Your Business with Annual Checkups
Valuation and Benchmarking
Enterprise Growth
Sustainability
Blog
Top 10 Drivers of Business Value
Valuation and Benchmarking
Enterprise Growth
Sustainability
Roundtable Talk
Value Beyond Growth And Selling
Valuation and Benchmarking
Enterprise Growth
External Sale
Blog
Technology and Value
Valuation and Benchmarking
Sustainability
Enterprise Growth
Article
Valuation Methodology: Income Approach
Valuation and Benchmarking
Internal Succession and Equity
Enterprise Growth
Article
Drivers of Growth
Valuation and Benchmarking
Enterprise Growth
Member Resource
Article
Valuation, Price, and Lender Approvals
Valuation and Benchmarking
Deal Structure and Documentation
Member Resource
Roundtable Talk
Determining Value: Complexities and Purpose
Valuation and Benchmarking
Deal Structure and Documentation
Member Resource
eBook
Beyond Metrics: Measuring KPIs for Business Success
Valuation and Benchmarking
Growth
Member Resource
Webinar
Beyond Size and AUM: Qualities of an Exceptional Buyer
Acquisition
Valuation and Benchmarking
Video
Leveraging Key Performance Indicators for Success
Enterprise Growth
Valuation and Benchmarking
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6 Considerations for Selling Your Practice
External Sale
Valuation and Benchmarking
Exit Planning
One Page White Paper
Three Steps to Successful Continuity Planning
Continuity Planning
Valuation and Benchmarking
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Professional Study
Trends in Transactions and Valuation Study 2019
Acquisition
Valuation and Benchmarking
Member Resource
Webinar
Wealth Management Foundations for Intentional Growth
Enterprise Growth
Sustainability
Valuation and Benchmarking
M&A Playbook
Lending Advice from FP Transitions and Oak Street Funding
Acquisition
External Sale
Valuation and Benchmarking
M&A Playbook
What Makes a Firm Desirable?
Acquisition
External Sale
Valuation and Benchmarking
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Securing Value for Your Future
Continuity Planning
Enterprise Growth
Valuation and Benchmarking
Book
Buying, Selling, & Valuing Financial Practices - M&A Guide
Acquisition
External Sale
Valuation and Benchmarking
Webinar
State of the Market: Outlook for Advisory Firms
Exit Planning
Acquisition
Valuation and Benchmarking
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Business Factors Supporting Growth & Resilience
Sustainability
Enterprise Growth
Valuation and Benchmarking
M&A Playbook
What Sellers Should Ask About Instead of Multiples
External Sale
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Valuation and Benchmarking
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