FPT In the News

September 2017 - Journal of Financial Planning: NexGen Acquisition Success: Partnership, Patience, and Teamwork

Posted by FP Transitions on September 11, 2017

Two next generation advisors and their path to ownership: finding a firm that fits, earning the trust of existing leadership, contributing to the long-term planning and success of the business, and taking the reins to uphold the legacy. 

In this article for Journal of Financial Planning, “NextGen Acquisition Success: Partnership, Patience, and Teamwork,” by FP Transitions VP of Strategic Development and Operations and G2 owner, Christine Sjölin shares the journey of FP clients that shows persistence and patience pays off when working towards business ownership as a young advisor.

Topics: Succession Planning, Acquisition, Multi-Generational Ownership, Buying & Selling, Next Generation, Journal of Financial Planning