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Acquisition
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Sample Doc
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About FP Transitions
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Acquisition
External Sale
Deal Structure and Documentation
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External Sale
Mergers
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Valuation and Benchmarking
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Deal Structure and Documentation
Exit Planning
M&A Playbook
Lending Advice from FP Transitions and Oak Street Funding
Acquisition
External Sale
Valuation and Benchmarking
M&A Playbook
Avoiding Deal Fatigue
Acquisition
Deal Structure and Documentation
External Sale
M&A Playbook
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Acquisition
Deal Structure and Documentation
M&A Playbook
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Acquisition
External Sale
M&A Playbook
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Acquisition
External Sale
Valuation and Benchmarking
M&A Playbook
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Acquisition
External Sale
Exit Planning
Blog
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Acquisition
Mergers
Exit Planning
Blog
Independent Advisors Will Unlock the Future (If They Can Hold Onto the Keys)
Acquisition
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Acquisition
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Deal Structure and Documentation
Blog
Creative Acquisition Approaches
Acquisition
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Enterprise Growth
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The Perfect Fit
Acquisition
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Acquisition
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Acquisition
Deal Structure and Documentation
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Acquisition
Tax and Regulatory Issues
Deal Structure and Documentation
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Acquisition
Deal Structure and Documentation
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Video
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Acquisition
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Acquisition
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Book
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Acquisition
External Sale
Valuation and Benchmarking
Sample Doc
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Acquisition
Deal Structure and Documentation
Member Resource
Blog
Buyer Benefits of Sell and Stay® Transactions
Acquisition
Enterprise Growth
Deal Structure and Documentation
Worksheet
Buyer's Guide
Acquisition
Deal Structure and Documentation
Member Resource
Blog
Preparing for Success in the M&A Arena: Pre-Qualifying for Bank Financing
Acquisition
Deal Structure and Documentation
Blog
How to Successfully Inquire on the Open Market
Acquisition
Enterprise Growth
Professional Study
Trends in Transactions and Valuation Study 2019
Acquisition
Valuation and Benchmarking
Member Resource
Blog
Structure, Sustainability, and Acquisition Strategy
Acquisition
Sustainability
Enterprise Growth
Blog
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Acquisition
Enterprise Growth
Continuity Planning
Blog
Accessing the Next Stages of Growth
Acquisition
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Next-Gen
M&A Playbook
Fit Above Everything Else
Acquisition
Enterprise Growth
M&A Playbook
What Sellers Want: Multi-Generational Buyers
Acquisition
Sustainability
Internal Succession and Equity
M&A Playbook
Marketplace Demand Strong in 2023
Acquisition
Growth
M&A Playbook
M&A Trend Alert: Longer Post-Closing Periods
Acquisition
External Sale
Deal Structure and Documentation
M&A Playbook
Making the Acquisition Process Work for You
Acquisition
Blog
M&A Mid-Year Market Update (2022)
Mergers
Acquisition
Deal Structure and Documentation
Blog
2022 Market Update
Valuation and Benchmarking
Acquisition
Mergers
Webinar
Addressing Capacity and Scalability for Acquisition Success
Enterprise Growth
Acquisition
Entity and Business Structure
Blog
Components of a Deal
External Sale
Acquisition
Deal Structure and Documentation
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Financing to Fuel Growth, Acquisition, & Succession: Working Capital
Enterprise Growth
Acquisition
Internal Succession and Equity
One Page White Paper
Deal Structuring for 3rd Party Transactions
Deal Structure and Documentation
Acquisition
Member Resource
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Investment Advisor Data 2019
Deal Structure and Documentation
Acquisition
Member Resource
Book
The Basics You Need to Know - Book Excerpt
Valuation and Benchmarking
Acquisition
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Article
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Enterprise Growth
Acquisition
Member Resource
Service Info Sheet
EMS™ FAQ
Enterprise Growth
Acquisition
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Blog
The Four Greatest Opportunities for Financial Advisors
Enterprise Growth
Acquisition
Sustainability
Webinar
State of the Market: Outlook for Advisory Firms
Exit Planning
Acquisition
Valuation and Benchmarking
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Shared Risk/Shared Reward: Financing Your Deal
Deal Structure and Documentation
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Blog
Top 6 Ways to Grow Your Business
Enterprise Growth
Acquisition
Entity and Business Structure
Client Success Story
The Growth Machine: A Client Success Story
Internal Succession and Equity
Acquisition
Enterprise Growth
Blog
Mergers - A Nontraditional Growth & Acquisition Strategy
Mergers
Acquisition
Exit Planning
White Paper
Structuring the Deal
Deal Structure and Documentation
Acquisition
External Sale
M&A Playbook
What Sellers Should Ask About Instead of Multiples
External Sale
Acquisition
Valuation and Benchmarking
Blog
There Has Never Been A Better Time to Sell
External Sale
Acquisition
Deal Structure and Documentation
Blog
Buyer and Seller – Finding the Perfect Match
External Sale
Acquisition
Mergers
Blog
The FPT Open-Market Advantage
External Sale
Deal Structure and Documentation
Acquisition
Blog
Understanding Sell and Stay®, the Gradual Exit Plan
Exit Planning
External Sale
Acquisition
eBook
Six Elements of a Perfect Fit
Internal Succession and Equity
Mergers
Acquisition
Webinar
Inside the M&A Marketplace - November 2020
Exit Planning
External Sale
Acquisition
Blog
The Dangers of Napkin Negotiations
External Sale
Deal Structure and Documentation
Acquisition
Blog
Predatory Buyers
External Sale
Deal Structure and Documentation
Acquisition
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