Valuation & Benchmarking Resources

Revenue Drivers [Webinar View Link]

Revenue Drivers: Foundation of Value [Webinar]

There are many factors that contribute to the revenue growth of your business, including: service capacity, number of clients and AUM, client demographics, fees, and, of course, the market itself. Understanding where your efforts have the most impact is key to maximizing growth. This presentation explores key revenue drivers through the lens of one practice's five-year journey. Aired March 2, 2021

Business Growth 

WATCH: Understanding KPIs

Indicators of Success: Understanding KPIs [Webinar]

Assessing where your business is now, creating specific goals for where you want to be, and implementing a strategic plan to get there is the best recipe for enhancing your enterprise. Be sure to leverage the right tools to discover key insights, define your short- and long-term business priorities, and set appropriate KPIs specific to your business size and priorities. Aired February 16, 2021

Business Growth 

Monitoring the Health of Your Business Monitoring the Health of Your Business with Annual Checkups 

Your business is a living, breathing entity. Just like the investments you make on behalf of your clients, it needs to be nurtured and developed in order to realize maximum value. Annual assessments of your business value will help you become a better buyer, plan for your exit, and make important decisions to maximize business growth. 

Valuation & Benchmarking   |   Business Growth 

Business Factors Supporting Growth & Resilience Business Factors Supporting Growth & Resilience

A look back at two decades of valuation and transaction data with insight into what traits and conditions have contributed to sustained business growth and higher values.  Advisors and business owners should understand their firm’s position within the industry and be forward-thinking about where they want the business to be in the next 5 – 10 years. 

Valuation & Benchmarking   |   Business Growth  |   Internal Succession

Estimating Value Based on Recurring Revenue Estimating Value Based on Recurring Revenue

Recurring revenue is one of the most important determinants of value. Revenue produced through management fees, trails, or renewals is ongoing and reasonably predictable while transactional revenue is more difficult to predict. It is important to understand that the predictability of recurring revenue presents less risk to future earnings and has more impact as a value driver.

Valuation & Benchmarking   |   Business Growth  

Targeted Growth Solutions eBookTargeted Growth Solutions for Financial Advisors

Today’s independent financial advisors face a daunting array of opportunities (and challenges). The key to harnessing ownership opportunities is to identify impediments before they arise and develop strategies for tackling the issues that present the greatest opportunities for improvement and growth. Discover actionable guidance for seizing ownership opportunities and facing challenges head on.

Business Growth   |   Internal Succession   |   Compensation  |  Next Gen  |  Acquisition

Technology and Value Technology and Value

Many advisory practices are not adequately equipped to grow at the rates they are striving for. Technology provides opportunity to improve this. Investing in technology has a demonstrated relationship to higher growth, more affluent clients, increased profits, and increased value. Cumulatively, strategically—and effectively—utilized technology can unlock a practice’s growth potential and profitability. 

Business Growth   |   Valuation & Benchmarking 

Maximizing Value through Benchmarking Maximizing Business Growth Through Benchmarking

The average advisor faces a difficult and increasingly competitive industry. With increased regulatory oversight, technological advances, and the growing need to recruit and retain top talent, it has never been more critical to use benchmarking as part of your strategic planning process. Arming yourself with the best insights into your own business–as well as its place in the industry as a whole–will allow you to nurture business growth.

Valuation & Benchmarking   |   Business Growth

Understanding The Value of Your Business Understanding the Value of Your Business

Owners–and prospective owners–need to accurately determine the value of their financial services practice, understand what drives that value, and learn how it can grow in order to effectively manage equity and build an enduring business. Value is the starting point for any successful growth strategy.

Valuation & Benchmarking  |  Business Growth

Structuring Ownership CompensationStructuring Ownership Compensation

The separation between wages for work, performance incentives, and return on investment needs to be clear. The delineation is critical more a number of important reasons, including the ability to predict expenses, increase value, and create investability. Equity is a powerful compensation tool to attract, retain, and reward talent. It must be used with measured precision to achieve appropriate long-term results.

Compensation    |   Business Growth  |   Internal Succession

Revenue Strength vs. Enterprise Strength Revenue Strength vs. Enterprise Strength

Your business is more than just an income source. What are the differences between revenue strength and enterprise strength? How does each make an important contribution to the value of your business? Pay attention to ALL factors that drive current and future value to avoid closing off exit planning options down the road.

Business Growth  |  Value & Benchmarking

Top 10 Drivers of Business Value

The value of your practice is determined by many factors, some obvious, and some not so obvious. Even if the idea of exiting the business is far down the road, as an owner you need to consider these ten factors as part of managing and growing the practice.

Valuation & Benchmarking 

10 Reasons to Professionally Value Your Business 10 Reasons to Professionally Value Your Business

Your practice is your most valuable asset, and by valuing it, you are empowered to grow, protect, and realize the value you have built. These are ten of many situations where it’s essential to have a current value and accurate understanding of your business, including external sales, acquisitions, legal disputes, and planning for the future.

Valuation & Benchmarking   |   Business Growth


Buying Selling, & Valuing Financial Practices - M&A Guide Buying, Selling, & Valuing Financial Practices - M&A Guide

Our latest book, Buying, Selling, & Valuing Financial Practices, shows you how to complete a sale or acquisition while achieving the best possible terms for both buyer and seller. From valuations to mergers to bank financing, this book provides the perspective and skills you need to work through your deal professionally and efficiently.

External Sale   |   Exit Planning   |   Valuation & Benchmarking

Bates4.png Compliance Audits & Practice Value
with guest David Birnbaum, JD of Bates Group

Join Marcus and special guest David Birnbaum, JD, of Bates Group as they discuss the impact of compliance on business value, as well as the importance of internal compliance audits to stay ahead of any regulatory issues and correction periods that come with them.

Tax & Regulatory Issues   |   Valuation & Benchmarking  |  Acquisition 

Roundtable Talks - Valuation vs. Appraisal
EMS Exclusive Resource

FP Transitions' valuation experts, Ryan Grau, CVA, CBA and Warren Burkholder, ASA, MCBA, CBI, go in-depth into the differences between valuation and appraisal, the importance of having a certified valuation analyst, and how the purpose of valuation informs the methodology for the most accurate value.

Business Growth    |   Roundtable Talks

Value Beyond Growth & Selling Value: Beyond Growth & Selling
EMS Exclusive Resource

In this Roundtable Talk our experts Ryan Grau, CVA, CVB and Warren Burkholder, ASA, MCBA, CBI, discuss the complexities of valuation for the purpose of divorce, as well as other common valuation purposes.

 Valuation & Benchmarking 

A Second Annual Valuation - Why it Matters

The Equity Management System® Grow Membership includes an ADDITIONAL annual Comprehensive Valuation for acquisition purposes. Find out why this valuation can be a powerful tool in your acquisition strategy.

 Valuation & Benchmarking  |  Acquisition  |   Business Growth

Valuation Overview

An overview of what you can expect from our Comprehensive Valuation, and why it’s the most accurate in the the industry. An annual Comprehensive Valuation is included with each level of Equity Management System® (EMS) membership.

Valuation & Benchmarking  |   About FP Transitions

EquityBuilder® Benchmarking Report Overview

An overview of what information is covered in our EquityBuilder® Benchmarking Report and why it’s key to building your business. An annual EquityBuilder® Benchmarking Report is included in your Equity Management System® (EMS) Grow membership.

Valuation & Benchmarking  |   About FP Transitions