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

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

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 

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


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 

Valuation vs Appraisal.png 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

You may already know the core deliverables of our Equity Management System are a Comprehensive Valuation Report, an EquityBuilder Benchmarking Report, and a Continuity Plan. But did you know that EMS membership also includes an ADDITIONAL annual Comprehensive Valuation for an outside business?

Valuation & Benchmarking  |  Acquisition  |   Business Growth

Comprehensive Services Overview

A comprehensive overview of our services. Including the Equity Management System (EMS), Succession Planning Program, our Open Market Listings, and M&A Consulting

Valuation & Benchmarking  |   External Sale  |   Acquisition  |   Internal Succession  |   Exit Planning   |   About FP Transitions

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 your 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) membership.

Valuation & Benchmarking  |   About FP Transitions