Eat or Be Eaten: The Future of Advisory Ownership
Webinar coming soon!

The evolving industry has fueled the increase in acquisition, leading to a trend of consolidation and creating steeper competition for not only clients but growth. In order to thrive and grow, you should be willing to adjust and to find ways to be a nimble and creative acquirer and business developer. 

Join FP Transitions and Live Oak Bank for a special strategy session focusing on the future of the industry and your place in it.

Click here for more information.


WEBINAR: Succession Planning for Practice Owners
Hosted by FPA®
December 4 | 2:00–3:00pm EST

All businesses need succession planning. Clients, customers, and employees want to know what happens when the founder steps down. Yet founders predictably hesitate to plan. In developing hundreds of succession plans over the last 20 years, FP Transitions has identified common challenges and solutions that many practice owners face. There is no "one-size-fits-all" path but entrepreneurs can take the first steps by asking themselves a few key questions. 

During this session you'll learn:

  • Why succession planning is complex and challenging in closely-held businesses.
  • Factors business owners should consider when creating their succession plan.
  • Different succession strategies available to meet individual financial and lifestyle goals.

Join VP of Research and Analysis Eric Leeper, CFA, for this impactful presentation.

Register here.


AICPA 2020 Personal Financial Planning Summit
January 27–29 | Palisades West | Austin, TX

Join us at the DFA Headquarters, Palisades West, for this year's summit! CEO Brad Bueermann will be a panel moderator and will be giving a special presentation on succession planning.

Tuesday, January 28 at 1:15–2:55pm

Click here for more information and to register.