Download Succession White Paper

Download Sell and Stay Article

Read Preparing to Sell



Presenter – Brad Bueermann, CEO / Principal, FP Transitions  Aired April 2020

The presentation includes:

  • A historical perspective of the current market in comparison with the ’08-09 downturn, including market recovery time and practice value fluctuations.
  • A discussion of ongoing market activity and how its influencing new transactions and deals in progress.
  • A look at your client relationships and how to show the invaluable role of financial advice, now more than ever.
  • Strategic considerations and how to adapt to stay on track for your 2020 goals.
  • An open Q&A with a panel of FP Transitions experts in valuation, transactions, and enterprise strategy.


During these times of uncertainty the landscape is shifting but there are always options for making adjustments to your short and long-term growth and transition strategies.

Any conversation about where to take your practice starts with a strategic view of your current business value and benchmarking that highlights your strengths and areas for improvement.

At FP Transitions we continue to invest in our industry and companies like yours. Take the opportunity to roll up your sleeves and assess your value and benchmark your business to optimize your strategies for growth and succession.

Contact Randy Hendershot, Director West Region (DRE #01952890) at 916-945-9696,, or using the scheduling tool below to talk more about how FP Transitions can add value to your business, team, and clients.