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Member Resource
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Acquisition
Entity and Business Structure
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Valuation and Benchmarking
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(Tech) Stacked for Growth
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Sustainability
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Sustainability
Valuation and Benchmarking
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Enterprise Growth
Internal Succession and Equity
Next-Gen
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Entity and Business Structure
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Enterprise Growth
Tax and Regulatory Issues
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Enterprise Growth
Acquisition
Internal Succession and Equity
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Enterprise Growth
Entity and Business Structure
Member Resource
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Enterprise Growth
Internal Succession and Equity
Sustainability
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EMS™ Newsletter Archive
Enterprise Growth
Acquisition
Member Resource
Service Info Sheet
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Enterprise Growth
Acquisition
Member Resource
Roundtable Talk
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Enterprise Growth
Entity and Business Structure
Tax and Regulatory Issues
eBook
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Internal Succession and Equity
Sustainability
Video
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Enterprise Growth
Entity and Business Structure
Compensation
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Enterprise Growth
Acquisition
Sustainability
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Controlling What You Can, Learning from What You Can't
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Sustainability
Tax and Regulatory Issues
Blog
Top 6 Ways to Grow Your Business
Enterprise Growth
Acquisition
Entity and Business Structure
Service Info Sheet
How Enterprise Consulting Works: Program Flow
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Sustainability
Internal Succession and Equity
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Enterprise Growth
Internal Succession and Equity
Next-Gen
Video
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Acquisition
Enterprise Growth
Deal Structure and Documentation
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Valuation and Benchmarking
Enterprise Growth
Member Resource
Roundtable Talk
Qualities of a Successful Buyer - M&A Roundtable Talk 2021
Acquisition
Enterprise Growth
About FP Transitions
Roundtable Talk
Mid-Year Market Update (2021) - Key Insights
Acquisition
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External Sale
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Addressing Sustainability One Step at a Time
Sustainability
Enterprise Growth
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LLC vs. Corporation - Which Entity Structure Fits Your Goals?
Entity and Business Structure
Enterprise Growth
Tax and Regulatory Issues
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Key Performance Indicators (KPIs) - What and How To Leverage
Valuation and Benchmarking
Enterprise Growth
Sustainability
Webinar
2022 FPT Market Update
Acquisition
Enterprise Growth
External Sale
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
Blog
Elements of A Winning Recruitment Strategy
Next-Gen
Enterprise Growth
Growth
Webinar
Advisory Firm Growth & Business Insights
Growth
Enterprise Growth
Next-Gen
Worksheet
Inquiry Worksheet
Acquisition
Enterprise Growth
Blog
Securing Value for Your Future
Continuity Planning
Enterprise Growth
Valuation and Benchmarking
Blog
If At First You Don't Succeed (book excerpt)
Acquisition
Enterprise Growth
Entity and Business Structure
Roundtable Talk
Setting Up an Entity: Elections + Timelines
Entity and Business Structure
Enterprise Growth
Tax and Regulatory Issues
Roundtable Talk
Life After Advising: A Roundtable Talk with Colleen Jordan Hallinan
Exit Planning
Enterprise Growth
Roundtable Talk
Valuation vs. Appraisal
Valuation and Benchmarking
Enterprise Growth
Member Resource
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
Blog
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Entity and Business Structure
Enterprise Growth
Sustainability
Video
Power of Planning - in Partnership with the FPA
Next-Gen
Enterprise Growth
About FP Transitions
Blog
Buyer Benefits of Sell and Stay® Transactions
Acquisition
Enterprise Growth
Deal Structure and Documentation
Webcast
Organizational Structure
Entity and Business Structure
Enterprise Growth
Sustainability
Client Success Story
Succession and the Family Business: A Client Success Story
Internal Succession and Equity
Enterprise Growth
Deal Structure and Documentation
Blog
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Valuation and Benchmarking
Enterprise Growth
Sustainability
Roundtable Talk
The Benefits of Proper Entity Structure
Sustainability
Enterprise Growth
Member Resource
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Valuation and Benchmarking
Enterprise Growth
Sustainability
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The Importance of Human Capital: A Founder's Perspective
Next-Gen
Enterprise Growth
Blog
Top 10 Drivers of Business Value
Valuation and Benchmarking
Enterprise Growth
Sustainability
Blog
6 Steps to Creating an Effective Continuity Plan
Continuity Planning
Enterprise Growth
Blog
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Acquisition
Enterprise Growth
Blog
Elevating a Legacy: A G2 Success Story
Internal Succession and Equity
Enterprise Growth
Next-Gen
Roundtable Talk
Value Beyond Growth And Selling
Valuation and Benchmarking
Enterprise Growth
External Sale
Blog
Business Factors Supporting Growth & Resilience
Sustainability
Enterprise Growth
Valuation and Benchmarking
Blog
7 Acquisition Tactics You Can Implement Today
Acquisition
Enterprise Growth
Continuity Planning
Blog
Accessing the Next Stages of Growth
Acquisition
Enterprise Growth
Next-Gen
Blog
Closing the Succession Gap
Internal Succession and Equity
Enterprise Growth
Next-Gen
Article
Drivers of Growth
Valuation and Benchmarking
Enterprise Growth
Member Resource
M&A Playbook
Fit Above Everything Else
Acquisition
Enterprise Growth
Blog
Managing Roadblocks Along the Next-Gen Ownership Path
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
4 Tips for Building a Strong Foundation
Sustainability
Entity and Business Structure
Enterprise Growth
Service Info Sheet
Valuation Services
Valuation and Benchmarking
About FP Transitions
Enterprise Growth
Blog
3 Job Interview Questions Next Generation Advisors Should Be Asking
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
8 Considerations for Your Merger Strategy
Mergers
Deal Structure and Documentation
Enterprise Growth
Blog
Creative Acquisition Approaches
Acquisition
Sustainability
Enterprise Growth
White Paper
Continuity Planning 2.0 White Paper
Continuity Planning
Deal Structure and Documentation
Enterprise Growth
Service Info Sheet
Equity Management Solutions®
Valuation and Benchmarking
Continuity Planning
Enterprise Growth
Blog
Book Review: Successful Hiring for Financial Planners by Caleb Brown CFP
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
What Makes a Successful Buyer: A Client Success Story
Acquisition
Deal Structure and Documentation
Enterprise Growth
Case Study
Acquisition Case Study
Acquisition
External Sale
Enterprise Growth
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A New Goal for a New Generation
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
Structuring Ownership Compensation
Compensation
Internal Succession and Equity
Enterprise Growth
Blog
Preparing Yourself (and Your Boss) for Ownership
Next-Gen
Sustainability
Enterprise Growth
Article
Estimating Value Based on Recurring Revenue
Valuation and Benchmarking
Deal Structure and Documentation
Enterprise Growth
Blog
Harnessing the Power of Mergers
Mergers
Internal Succession and Equity
Enterprise Growth
Roundtable Talk
The Next-Generation Opportunity
Next-Gen
Internal Succession and Equity
Enterprise Growth
Blog
Next-Gen Impact
Next-Gen
Internal Succession and Equity
Enterprise Growth
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
Structure, Sustainability, and Acquisition Strategy
Acquisition
Sustainability
Enterprise Growth
Client Success Story
The Growth Machine: A Client Success Story
Internal Succession and Equity
Acquisition
Enterprise Growth
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Your Catalyst for Growth: Focus on Your Team
Sustainability
Next-Gen
Enterprise Growth
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Ship vs. Liferaft: What are You Building?
Entity and Business Structure
Sustainability
Enterprise Growth
Blog
Technology and Value
Valuation and Benchmarking
Sustainability
Enterprise Growth
Article
Valuation Methodology: Income Approach
Valuation and Benchmarking
Internal Succession and Equity
Enterprise Growth
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