The Perfect Fit
While price plays a role in deals, it has much more to do with the merging or acquiring entity’s vision and proposed deal terms. Our team has an unmatched vantage point in this industry when it comes to buying or selling an advisory firm. After reading through tens of thousands of inbound inquiries and supporting over 2,000 M&A transactions, we’ve picked up on a few resounding themes.
7 Acquisition Tactics You Can Implement Today
One of the fastest ways for a firm to grow is to acquire another book of business. However, the process is more nuanced and competitive than many advisors may think. Most assume they will figure it out as they go along. These are a few steps that can be taken now, prior to developing and executing your acquisition strategy, to set yourself up for success in the acquisition process.
Mark, Measure, Monitor and Master KPIs
Business growth is a goal for every advisory practice, but how you quantify that growth begins with a true examination of where you stand. Benchmarking your business's Key Performance Indicators is the first step, but which data points do you utilize to measure your success or areas do you explore for growth? Learn how KPIs can help you maximize growth, profit and value in your advisory business.
How To Build the Best Continuity Plan for You
Compensation systems in the industry are as varied as the businesses that use them. A proper balance of compensation tools helps to maximize profitability, reward your team, and attract talented professionals. In this presentation, the FP Transitions compensation experts walk you through common compensation challenges and the varied solution sets to address them.
KPIs of Running a Successful Advisory Business
Mark, Measure, Monitor, Master. Business growth is a goal for every advisory practice, but how you quantify that growth begins with a true examination of where you stand. Benchmarking your business's Key Performance Indicators is the first step, but which data points do you utilize to measure your success or areas do you explore for growth? Join FP Transitions' Scott Leak, CFP and Eric Fettig to learn more.
Addressing Capacity and Scalability for Acquisition Success
Growth through acquisition is one of the fastest avenues for firm growth, however, ensuring your business has the ability to absorb new clients, staff, and assets without disruptions requires a strategy. Learn which key business structures support your acquisition capability, how to determine and execute an actionable plan to improve your business for acquisitions success and more in this session.
An Owner's Guide to Succession Planning
Building an enduring and transferable business provides owners with more options, greater value, strong and sustainable growth, and a powerful talent retentions strategy. Articulating and embracing your vision for your firm's future takes time. If there's one message to take away from this session, it's that you must start discussing and planning for succession 10 years or more before you plan to depart from the business.
Targeted Growth Solutions for Financial Advisors
This ebook directly addresses the many ownership opportunities and challenges that today's independent advisors face. Explore common concerns and solutions surrounding business growth rate, becoming a successful buyer, building a profitable business, finding new talent and more.
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