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Blog
Understanding Sell and Stay®, the Gradual Exit Plan
Exit Planning
External Sale
Acquisition
Blog
Plotting Your Exit
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Sustainability
Blog
Which Exit is Right for You?
Exit Planning
Internal Succession and Equity
External Sale
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Life After Advising: A Roundtable Talk with Colleen Jordan Hallinan
Exit Planning
Enterprise Growth
Roundtable Talk
Building the Team: A Roundtable Talk with Colleen Jordan Hallinan
Exit Planning
Enterprise Growth
Sustainability
Roundtable Talk
The Process: A Roundtable Talk with Colleen Jordan Hallinan
Exit Planning
Enterprise Growth
Sustainability
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Inside the M&A Marketplace - November 2020
Exit Planning
External Sale
Acquisition
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State of the Market: Outlook for Advisory Firms
Exit Planning
Acquisition
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Worksheet
Determining Your Workweek Trajectory Worksheet
Exit Planning
Internal Succession and Equity
Sustainability
Infographic
Using Multiples for Value
Valuation and Benchmarking
Exit Planning
Blog
Continuity Partner Matching - A Benefit of EMS™
Continuity Planning
Exit Planning
Internal Succession and Equity
Webinar
An Owner's Guide to Succession Planning
Internal Succession and Equity
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Service Info Sheet
M&A and Seller Services
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Exit Planning
About FP Transitions
Blog
Is Mediation for Your Deal a Good Investment?
Acquisition
Exit Planning
Deal Structure and Documentation
Blog
Gaining Peace of Mind: Tips for Selling Your Practice
External Sale
Exit Planning
Video
Why Succession (Inevitability, Responsibility, Commitment)
Internal Succession and Equity
Exit Planning
Sustainability
Blog
The Push & Pull: Drivers of Succession Success
Internal Succession and Equity
Exit Planning
Blog
Thriving from the Other Side of Selling
Internal Succession and Equity
Exit Planning
Book
Solving Valuation - Book Excerpt
Valuation and Benchmarking
Exit Planning
Member Resource
Book
Valuation Fundamentals - Book Excerpt
Valuation and Benchmarking
Exit Planning
Member Resource
Blog
Another Dimension to Transition
Internal Succession and Equity
Exit Planning
Service Info Sheet
Guide to Selling Your Practice
External Sale
Exit Planning
About FP Transitions
Blog
Preparing to Sell Your Practice
External Sale
Exit Planning
Blog
Selling Your Practice on the Open Market (Process Overview)
External Sale
Exit Planning
Deal Structure and Documentation
Webinar
The Sell and Stay® Approach - May 2020
External Sale
Exit Planning
Deal Structure and Documentation
Blog
Preparing for the Next Tranche in Your Succession Plan
Internal Succession and Equity
Exit Planning
Next-Gen
Article
Sell and Stay®: A Diverse Deal Structure
External Sale
Exit Planning
Deal Structure and Documentation
White Paper
Lifestyle Succession Plan
Internal Succession and Equity
Exit Planning
Sustainability
Article
Sell and Stay®: A Unique Path for Unique Goals
External Sale
Exit Planning
Deal Structure and Documentation
Worksheet
A Plan for Seller's Workbook
External Sale
Exit Planning
Roundtable Talk
Time: An Essential Element of Internal Succession
Internal Succession and Equity
Exit Planning
Sustainability
Blog
Sell and Stay Strategy
Sustainability
Mergers
Exit Planning
Webinar
Deal Structuring and Financing Your Acquisition
Acquisition
Deal Structure and Documentation
Exit Planning
Webinar
Exploring Continuity vs. Succession
Continuity Planning
Internal Succession and Equity
Exit Planning
Blog
Lending for Successors: What Advisors Need to Know
Continuity Planning
Deal Structure and Documentation
Exit Planning
M&A Playbook
Why Your Next-Gen Stakeholders Should Be a Part of Your M&A Discussions
Acquisition
External Sale
Exit Planning
Blog
Selling Your Practice, One Chance to Do it Right
Acquisition
Mergers
Exit Planning
Blog
6 Considerations for Selling Your Practice
External Sale
Valuation and Benchmarking
Exit Planning
Blog
Your Transition Team & Nonadvocacy Support
Deal Structure and Documentation
External Sale
Exit Planning
Blog
Succession Planning Course Corrections
Internal Succession and Equity
External Sale
Exit Planning
Blog
An Unsolicited Offer to Buy - Is It Time To Sell?
External Sale
Deal Structure and Documentation
Exit Planning
Blog
Impact of Consolidation
Internal Succession and Equity
Sustainability
Exit Planning
Checklist
A Plan for Seller's Checklist
External Sale
Deal Structure and Documentation
Exit Planning
Blog
Mergers - A Nontraditional Growth & Acquisition Strategy
Mergers
Acquisition
Exit Planning
Case Study
Open Market Redemption: A Seller Case Study
External Sale
Deal Structure and Documentation
Exit Planning
Webcast
What is a Lifestyle Succession Plan?
Internal Succession and Equity
Sustainability
Exit Planning
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