One Page White Paper
Creating an Ownership Opportunity for a Current W2 Advisor/Employee
Internal Succession and Equity
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Member Resource
Service Info Sheet
Succession Management Guidelines Letter
Internal Succession and Equity
About FP Transitions
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Aligning Ownership Priorities for Success
Internal Succession and Equity
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Internal Succession and Equity
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Stock Appreciation Rights (SARs)
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Sustainability
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An Owner's Guide to Succession Planning
Internal Succession and Equity
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Six Elements of a Perfect Fit
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Succession Planning for Financial Advisors
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Succession Planning Course Corrections
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Why Succession (Inevitability, Responsibility, Commitment)
Internal Succession and Equity
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Internal Succession and Equity
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Sustainability
Blog
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Internal Succession and Equity
Tax and Regulatory Issues
Deal Structure and Documentation
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Succession Planning & The Family Business
Internal Succession and Equity
Next-Gen
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The Push & Pull: Drivers of Succession Success
Internal Succession and Equity
Exit Planning
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Thriving from the Other Side of Selling
Internal Succession and Equity
Exit Planning
One Page White Paper
Self-Canceling Notes
Internal Succession and Equity
Deal Structure and Documentation
Member Resource
One Page White Paper
Grants of Stock
Internal Succession and Equity
Tax and Regulatory Issues
Member Resource
One Page White Paper
Using Bank Financing to Expand Your Options
Internal Succession and Equity
Deal Structure and Documentation
Blog
Another Dimension to Transition
Internal Succession and Equity
Exit Planning
Article
Creating an Internal Ownership Track
Internal Succession and Equity
Entity and Business Structure
Member Resource
One Page White Paper
Use & Application of Minority & Marketability Discounts
Internal Succession and Equity
Deal Structure and Documentation
Member Resource
One Page White Paper
S-Corp Profit Distributions to a Part-Year Owner
Internal Succession and Equity
Deal Structure and Documentation
Member Resource
Blog
Key Successor Traits
Internal Succession and Equity
Next-Gen
Sustainability
Client Success Story
Succession and the Family Business: A Client Success Story
Internal Succession and Equity
Enterprise Growth
Deal Structure and Documentation
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Internal Succession and Equity
Next-Gen
Sustainability
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Synthetic Equity: An Innovative Approach to Compensation
Internal Succession and Equity
Sustainability
Next-Gen
Blog
Preparing for the Next Tranche in Your Succession Plan
Internal Succession and Equity
Exit Planning
Next-Gen
Blog
Impact of Consolidation
Internal Succession and Equity
Sustainability
Exit Planning
Webcast
Synthetic Equity - April 2020
Internal Succession and Equity
Next-Gen
Enterprise Growth
Roundtable Talk
The Synergy of Multigenrational Ownership
Internal Succession and Equity
Next-Gen
Enterprise Growth
Blog
Elevating a Legacy: A G2 Success Story
Internal Succession and Equity
Enterprise Growth
Next-Gen
Blog
Financing for Successors
Internal Succession and Equity
Next-Gen
Compensation
White Paper
Lifestyle Succession Plan
Internal Succession and Equity
Exit Planning
Sustainability
Client Success Story
The Growth Machine: A Client Success Story
Internal Succession and Equity
Acquisition
Enterprise Growth
Webcast
Issues Advisors Face
Internal Succession and Equity
Compensation
Entity and Business Structure
Blog
Closing the Succession Gap
Internal Succession and Equity
Enterprise Growth
Next-Gen
Blog
The Two Biggest "What If"s of Internal Succession Planning
Internal Succession and Equity
Compensation
Deal Structure and Documentation
Roundtable Talk
Time: An Essential Element of Internal Succession
Internal Succession and Equity
Exit Planning
Sustainability
Infographic
Sustainability Cycle Infographic
Internal Succession and Equity
Sustainability
About FP Transitions
Webcast
What is a Lifestyle Succession Plan?
Internal Succession and Equity
Sustainability
Exit Planning
Blog
The Rolling 5-Year Plan: Solving Succession Challenges
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Sustainability
Next-Gen
Blog
Managing Roadblocks Along the Next-Gen Ownership Path
Next-Gen
Internal Succession and Equity
Enterprise Growth
Webinar
Exploring Compensation Strategies
Compensation
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Blog
Maximizing Key Drivers for Business Revenue and Growth
Valuation and Benchmarking
Internal Succession and Equity
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Blog
Enhancing Successor Traits as a Woman in Wealth
Next-Gen
Internal Succession and Equity
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Blog
Applying Our Own Advice to Ourselves, Not Just Our Clients
Continuity Planning
Internal Succession and Equity
Sustainability
Webinar
More Than a Continuity Requirement
Continuity Planning
Internal Succession and Equity
Sustainability
Webinar
Exploring Continuity vs. Succession
Continuity Planning
Internal Succession and Equity
Exit Planning
Blog
Purpose, Perspective, Premise — the Three Ps of Business Valuation
Valuation and Benchmarking
Internal Succession and Equity
Growth
Article
Destabilizing Value With Revenue Sharing
Compensation
Internal Succession and Equity
Next-Gen
Webcast
Advanced Strategies for Balancing Growth & Profitability
Enterprise Growth
Internal Succession and Equity
Next-Gen
Blog
Asking Your Boss for Ownership
Next-Gen
Internal Succession and Equity
Deal Structure and Documentation
Blog
Plotting Your Exit
Exit Planning
Internal Succession and Equity
Sustainability
Blog
3 Job Interview Questions Next Generation Advisors Should Be Asking
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
Which Exit is Right for You?
Exit Planning
Internal Succession and Equity
External Sale
Blog
Book Review: Successful Hiring for Financial Planners by Caleb Brown CFP
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
A New Goal for a New Generation
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
A Green Paper for Financial Advisors
Enterprise Growth
Internal Succession and Equity
Sustainability
eBook
Wealth Management Foundations for Intentional Growth eBook
Enterprise Growth
Internal Succession and Equity
Sustainability
Webinar
Jumpstarting the Ownership Conversation - September 2020
Next-Gen
Internal Succession and Equity
Compensation
Blog
Structuring Ownership Compensation
Compensation
Internal Succession and Equity
Enterprise Growth
Blog
Harnessing the Power of Mergers
Mergers
Internal Succession and Equity
Enterprise Growth
Webcast
The Sustainability Challenge
Sustainability
Internal Succession and Equity
Compensation
Roundtable Talk
The Next-Generation Opportunity
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
G2 Perspectives: Advice for Next-Generation Owners
Next-Gen
Internal Succession and Equity
Sustainability
Blog
Next-Gen Impact
Next-Gen
Internal Succession and Equity
Enterprise Growth
Roundtable Talk
Mergers: Prepping Beyond the Numbers
Mergers
Internal Succession and Equity
Next-Gen
Blog
Rights and Obligations of Equity Ownership
Next-Gen
Internal Succession and Equity
Compensation
Roundtable Talk
Cultural Fit and the Ownership Mentality: G2 Perspectives
Next-Gen
Internal Succession and Equity
Member Resource
Roundtable Talk
Governance & Control in Shifting Ownership Structures
Deal Structure and Documentation
Internal Succession and Equity
Mergers
Worksheet
G2 Ownership Readiness Assessment
Next-Gen
Internal Succession and Equity
Sustainability
Roundtable Talk
G2 Journey: From Team Member to Leader to Owner
Next-Gen
Internal Succession and Equity
Compensation
Blog
Reminiscing About the Future: A 20 Year View
Enterprise Growth
Internal Succession and Equity
Next-Gen
Article
Valuation Methodology: Income Approach
Valuation and Benchmarking
Internal Succession and Equity
Enterprise Growth
Worksheet
Determining Your Workweek Trajectory Worksheet
Exit Planning
Internal Succession and Equity
Sustainability
Worksheet
EMS™ Exclusive Resource: G2 Ownership Readiness Assessment
Next-Gen
Internal Succession and Equity
Sustainability
Blog
Continuity Partner Matching - A Benefit of EMS™
Continuity Planning
Exit Planning
Internal Succession and Equity
Blog
How to Build the Best Continuity Plan for You
Continuity Planning
Sustainability
Internal Succession and Equity
Blog
11 Places to Find Top Talent
Next-Gen
Continuity Planning
Internal Succession and Equity
Blog
Continuity is Not Succession
Continuity Planning
Sustainability
Internal Succession and Equity
Blog
Are You Ready for Ownership?
Next-Gen
Sustainability
Internal Succession and Equity
One Page White Paper
Financing to Fuel Growth, Acquisition, & Succession: Working Capital
Enterprise Growth
Acquisition
Internal Succession and Equity
Blog
Entrepreneurs Need Intrapreneurs
Sustainability
Next-Gen
Internal Succession and Equity
Service Info Sheet
How Enterprise Consulting Works: Program Flow
Enterprise Growth
Sustainability
Internal Succession and Equity
Blog
Benefits of Synthetic Equity for Next-Generation Professionals
Next-Gen
Compensation
Internal Succession and Equity
M&A Playbook
What Sellers Want: Multi-Generational Buyers
Acquisition
Sustainability
Internal Succession and Equity
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