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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


12.30.20 | WealthManagement 2021 Market Outlook

Strategies and Opportunities for the Year Ahead

12.23.20 | Family Wealth Report

Can SPACs work in the RIA Market?

12.18.20 | New Planner Recruiting podcast

Ep. 18: The Basics of a Successful Succession Plan

10.28.20 | TD Ameritrade Institutional

Deal-makers keep marching on

9.25.20 | InvestmentNews

3 Questions with Brad Bueermann: The State of M&A

8.28.20 |

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 |

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

Advising the Advisors


3.16.20 | Wealth Professional magazine

Business continuity for advisors in COVID-19 crisis



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


10.9.18 | FPA Activate podcast

You're a Financial Planner...Now What? What You Need to Know About Succession Planning with Christine Sjölin


7.1.18 | Journal of Financial Planning

Sustainability and the Future of the Profession



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 | podcast

Financial Advisor Podcast, Ep. 008: Maximizing the Valuation of a Financial Advisor's Book, Practice, or Business


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



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?



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



12.12.14 | The New York Times

What to Do When Your Financial Adviser Retires


7.24.14 |

Charting Your Succession Course


6.26.14 | Advisor's Edge

Succession planning can boost business


6.20.14 |

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



9.21.12 | Wealth Management magazine

Desperately Seeking Financing



10.31.11 | Financial Advisor magazine

More Financial Advisors Need Exit Strategies