Read some of the latest articles featuring our experts. For professional insight, data review, or expert commentary, contact our Communications Director, Jess Flynn, or call 503-607-2137.
2023
03.21.23 | Wealth Management
03.20.23 | Financial Planning
James Fisher of FP Transitions on the 3 Stakeholders of an M&A Deal
03.17.23 | Citywire
Carson Buys $500M Louisiana Shop, Eyes Pipeline of Full Acquisition
03.14.23 | Orion Portfolio Solutions Podcast
The Foundation of a Successful Succession Plan
02.28.23 | NTSA
Why Succession Planning Matters Now More Than Ever
02.07.23 | Globe Newswire
TradePMR to Collaborate with FP Transitions...
01.03.23 | Advisorpedia
2022
12.15.22 | Press Release
Partnership between FMG and FP Transitions ignites 360-degree growth...
12.01.22 | Financial Advisor
Fintech Pivots To Prepare For An M&A-Laden Future
11.29.22 | Wealth Management
Succession Planning Then and Now with David Grau Sr.
11.22.22 | Financial Planning
New RIA acquirer makes second billion-dollar deal in a month
11.21.22 | Wealth Management
Scott Leak on Changes in How Advisors Manage the Sale of Firms
11.21.22 | Financial Planning
M&A gone astray: Financial advisors fighting in court after parting ways
11.21.22 | Wealth Solutions Report
How Different Sized Firms Can Evaluate M&A Deals
10.26.22 | Salt Creek
How Adopting Technology Impacts Practice Value
10.06.22 | Financial-Planning.com
Kestra Sells Minority to Private Equity Firm Oak Hill Capital
10.04.22 | Millennial Magazine
Future Proof Wealth Festival: The Elephant on the Boardwalk
09.01.22 | Million Dollar Round Table
What Gets Measured Gets Valued
08.29.22 | Press Release
NAPFA Offers FP Transitions Program to Members
07.27.22 | Perfectly Integrated Podcast
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)
07.26.22 | Globe Newswire
FP Transitions, Live Oak Bank & Advisor Circle Champion Sustainability for Wealth Firms
07.05.22 | Edge TV
Attracting And Keeping Top Talent With Brad Bueermann and Lisa Crafford
07.04.22 | Wealth Management
Vance Barse and James Fisher on Finding the Right Fit for Acquisitions
07.03.22 | VettaFi (ETF Trends)
Billion Dollar Mindset: Unlocking Time to Create a Flywheel for your RIA
06.16.22 | Wealth Management
Commonwealth Details New Financing Suite
06.14.22 | Wealth Management
Brad Bueermann on What's Next for Advisor M&A...
06.09.22 | Wealth Solutions Report
When Markets Plunge, Does the Value Of Your FA Business?
05.02.22 | Financial Services Review
Empowering Wealth Managers and Independent Advisors
03.11.22 | Wealth Solutions Report
Junior Partners Increasingly Buying Into Firm Equity
02.02.22 | Citywire RIA
Mercer acquires Connecticut RIA
02.01.22 | Acquisition International
Awarded Oregon's Best Wealth Management Consulting Firm - 2022
2021
12.31.21 | Wealth Management
Looking Beyond the Multiple: 2022 M&A Market Reality
12.21.21 | Investment News
Our Succession Planning Crisis
12.17.21 | Power Your Advice Podcast (Advisorpedia)
Helping Advisors Transform Their Practices with Brad Bueermann
12.14.21 | Yahoo! Finance
Wescott Financial Advisory Group Acquires...
12.01.21 | Plan Advisor
Succession Planning Marketplace Evolves
11.22.21 | Advisorpedia
Deal Fatigue: Top Factors and How to Minimize Them
11.01.21 | Next Generation Planner
Are You Cut Out to Be an Owner?
08.17.21 | Million Dollar Round Table
08.16.21 | Press Release
Accomplished Industry Experts Join the FP Transitions Team
July/August 2021 | Investments & Wealth Monitor
Sustainability and Succession: Foundation of a Powerful Enterprise
07.15.21 | CFO Tech Outlook 2021
FP Transitions: Providing Comprehensive Valuation Services
04.12.21 | US News & World Report
Advisor Mergers and Acquisitions Are Rising
03.5.21 | US News & World Report
How Advisors Should Build a Succession Plan
01.12.21 | AdvisorEngine
5 important lessons for financial advisors
2020
12.30.20 | WealthManagement 2021 Market Outlook
Strategies and Opportunities for the Year Ahead
12.18.20 | New Planner Recruiting podcast
Ep. 18: The Basics of a Successful Succession Plan
10.28.20 | TD Ameritrade Institutional
9.25.20 | InvestmentNews
3 Questions with Brad Bueermann: The State of M&A
8.28.20 | Kitces.com
Weekend Reading for Financial Planners (August 29–30)
8.26.20 | InvestmentNews
FP Transitions sees solid M&A activity in second half
8.21.20 | Citywire RIA
RIA deals keeping advisers longer at their firms for payouts
7.24.20 | Kitces.com
Weekend Reading for Financial Planners (July 25–26)
6.22.20 | Yahoo! Finance
FP Transitions Business Broker Wins Top Awards from the International Business Brokers Association
5.20.20 | Financial Advisor magazine
Revenue or cash flow? The Advisor Valuation Metric War Is Real
4.17.20 | Citywire RIA
Valuations holding steady, but sellers forced to stay longer
4.1.20 | Advisor Magazine
3.16.20 | Wealth Professional magazine
Business continuity for advisors in COVID-19 crisis
2019
10.29.19 | CNBC
As advisors start to 'age out,' firms look to step up succession planning
10.10.19 | Financial Planning magazine
OkCupid for Advisors: M&A Matching Service Debuts
10.1.19 | Journal of Financial Planning
Lay the Foundation for the Next Generation of Ownership
9.13.19 | The New York Times
Wealth advisory firms are merging, but what's in it for clients?
3.26.19 | Financial Advisor magazine
FPA Launches Next Generation Publication
2018
10.9.18 | FPA Activate podcast
7.1.18 | Journal of Financial Planning
Sustainability and the Future of the Profession
2017
11.1.17 | Journal of Financial Planning
What is my practice worth? What you need to know about value and valuation
10.26.17 | Rough Notes
Yes, Boomers, The Millennials Are Knocking at Your Door
9.1.17 | Journal of Financial Planning
NextGen Acquisition Success: Partnership, Patience, and Teamwork
8.9.17 | BMO/Global Asset Management podcast
Ep. 34: Advisor's guide to buying or selling a practice
4.1.17 | Journal of Financial Planning
Advice for Next-Generation Advisers Looking for Ownership
3.1.17 | Journal of Financial Planning
Selling a Planning Practice: The Relationship Between Revenue Multiple and Revenue Size
2.21.17 | Kitces.com podcast
1.24.17 | InvestmentNews magazine
Fintechs producing cheaper, automated firm valuations for advisors
1.1.17 | Financial Advisor magazine
Six Steps Sellers Should Take Before Signing Deal Papers
2016
12.29.16 | InvestementNews magazine
Top reasons for independent advisers to consider a merger instead of an acquisition
10.10.16 | SEI
SEI Advisor Network Report Explores New Strategies for Growth, Profitability, and Scalability
10.3.16 | InvestmentNews magazine
Advisors who outsource investment management make more money than those that don't
9.13.16 | Financial Advisor magazine
How To Avoid Common Mistakes When Selling A Practice
8.23.16 | Financial Advisor magazine
Buyers Galore For FA Firms, But Challenges Remain For Small Sellers
3.30.06 | ThinkAdvisor
David Grau Sr.'s Top 20 Tips for Buying, Selling a Practice
3.2.16 | Commonwealth Independent Advisor
What's the problem with succession planning for financial advisors?
2015
1.1.15 | Financial Advisor magazine
Successful Continuity Planning: The Right Funding Source Can Make The Difference
1.5.15 | Financial Advisor magazine
Six Steps To Creating The Best Possible Continuity Plan
2014
12.12.14 | The New York Times
What to Do When Your Financial Adviser Retires
7.24.14 | Wealthmanagement.com
Charting Your Succession Course
6.26.14 | Advisor's Edge
Succession planning can boost business
6.20.14 | Wealthmanagement.com
How Indy Advisors Can Remodel Cash Flow to Build Businesses of Enduring Value
6.3.14 | Financial Advisor magazine
Revenue Sharing vs. Equity: Beware of 'Eat What You Kill'
6.2.14 | Reuters
Build a financial advice business you can sell
2012
9.21.12 | Wealth Management magazine
2011
10.31.11 | Financial Advisor magazine
More Financial Advisors Need Exit Strategies