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
Enterprise Growth
External Sale
Roundtable Talk
Funding Continuity
Continuity Planning
Deal Structure and Documentation
Roundtable Talk
Compliance Audits & Practice Value: A Roundtable Talk with Bates Group
Valuation and Benchmarking
Tax and Regulatory Issues
Roundtable Talk
Setting Up an Entity: Elections + Timelines
Entity and Business Structure
Enterprise Growth
Tax and Regulatory Issues
Roundtable Talk
Regulatory Issues
Tax and Regulatory Issues
Continuity Planning
Member Resource
Roundtable Talk
Navigating Income & Entities with a FINRA Focus
Tax and Regulatory Issues
Entity and Business Structure
Member Resource
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
Compliance & Acquisition: A Roundtable Talk with Bates Group
Acquisition
Tax and Regulatory Issues
Deal Structure and Documentation
Roundtable Talk
The Process: A Roundtable Talk with Colleen Jordan Hallinan
Exit Planning
Enterprise Growth
Sustainability
Roundtable Talk
The Art of Compliance: A Roundtable Talk with Bates Group
Enterprise Growth
Entity and Business Structure
Tax and Regulatory Issues
Roundtable Talk
The Benefits of Proper Entity Structure
Sustainability
Enterprise Growth
Member Resource
Roundtable Talk
The Next-Generation Opportunity
Next-Gen
Internal Succession and Equity
Enterprise Growth
Roundtable Talk
The Synergy of Multigenrational Ownership
Internal Succession and Equity
Next-Gen
Enterprise Growth
Roundtable Talk
Mergers: Prepping Beyond the Numbers
Mergers
Internal Succession and Equity
Next-Gen
Roundtable Talk
Cultural Fit and the Ownership Mentality: G2 Perspectives
Next-Gen
Internal Succession and Equity
Member Resource
Roundtable Talk
Value Beyond Growth And Selling
Valuation and Benchmarking
Enterprise Growth
External Sale
Roundtable Talk
Governance & Control in Shifting Ownership Structures
Deal Structure and Documentation
Internal Succession and Equity
Mergers
Roundtable Talk
G2 Journey: From Team Member to Leader to Owner
Next-Gen
Internal Succession and Equity
Compensation
Roundtable Talk
Every Merger is Unique: 3 Real Life Examples
Mergers
Deal Structure and Documentation
Tax and Regulatory Issues
Roundtable Talk
Time: An Essential Element of Internal Succession
Internal Succession and Equity
Exit Planning
Sustainability
Roundtable Talk
Determining Value: Complexities and Purpose
Valuation and Benchmarking
Deal Structure and Documentation
Member Resource
Don’t see what you’re looking for? Use the search bar or topic list to to find more resources.
Back to top
View All
Search Resources:
Search
Clear
Blog
Client Stories & Case Studies
Videos & Webcasts
White Papers
Resources By Topic
All Topics