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Inside the M&A Marketplace - November 2020
Exit Planning
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Targeted Growth Solutions for Financial Advisors
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Preparing to Sell Your Practice
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Succession and the Family Business: A Client Success Story
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Recruit and Retain Next-Generation Talent - October 2020
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The Three Pillars of a Successful Advisory Business
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Maximizing Business Growth Through Benchmarking
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Acquisition Case Studies - July 2020
External Sale
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Preparing for Success in the M&A Arena: Pre-Qualifying for Bank Financing
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Estimating Value Based on Recurring Revenue
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The Benefits of Proper Entity Strcuture
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Monitoring the Health of Your Business with Annual Checkups
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The Importance of Human Capital: A Founder's Perspective
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Harnessing the Power of Mergers
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Synthetic Equity: An Innovative Approach to Compensation
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The Sustainability Challenge
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The Sell and Stay® Approach - May 2020
External Sale
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Preparing for the Next Tranche in Your Succession Plan
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Roundtable Talk
The Next-Generation Opportunity
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G2 Perspectives: Advice for Next-Generation Owners
Next-Gen
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Impact of Consolidation
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Transforming Your Practice Into a Business
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Next-Gen Impact
Next-Gen
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The Case Against Revenue Splits
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The Four Greatest Opportunities for Financial Advisors
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Top 10 Drivers of Business Value
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Synthetic Equity - April 2020
Internal Succession & Equity
Next-Gen
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State of the Market: Outlook for Advisory Firms
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6 Steps to Creating an Effective Continuity Plan
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Shared Risk/Shared Reward: Financing Your Deal
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Continuity Now: Don't Leave Your Business Unprotected
Continuity Planning
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Controlling What You Can, Learning from What You Can't
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Entrepreneurs Need Intrapreneurs
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Roundtable Talk
The Synergy of Multigenrational Ownership
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Mergers: Prepping Beyond the Numbers
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Next-Gen
Blog
The Dangers of Napkin Negotiations
External Sale
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How to Successfully Inquire on the Open Market
Acquisition
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Elevating a Legacy: A G2 Success Story
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Considering Key Staff During the Sale of Your Business
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Top 6 Ways to Grow Your Business
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Financing for Successors
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Structure, Sustainability, and Acquisition Strategy
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Sell and Stay®: A Diverse Deal Structure
External Sale
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Lifestyle Succession Plan
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Client Success Story
The Growth Machine: A Client Success Story
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Acquisition
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Sell and Stay®: A Unique Path for Unique Goals
External Sale
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Issues Advisors Face
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Rights and Obligations of Equity Ownership
Next-Gen
Internal Succession & Equity
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Cultural Fit and the Ownership Mentality: G2 Perspectives
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Value Beyond Growth And Selling
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External Sale
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Your Catalyst for Growth: Focus on Your Team
Sustainability
Next-Gen
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Governance & Control in Shifting Ownership Structures
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Internal Succession & Equity
Mergers
Worksheet
A Plan for Seller's Workbook
External Sale
Exit Planning
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Business Factors Supporting Growth & Resilience
Sustainability
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Checklist
A Plan for Seller's Checklist
External Sale
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Ship vs. Liferaft: What are You Building?
Entity & Business Structure
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10 Reasons to Professionally Value Your Business
Valuation & Benchmarking
Enterprise Growth
External Sale
Worksheet
G2 Ownership Readiness Assessment Worksheet
Next-Gen
Internal Succession & Equity
Sustainability
Blog
7 Acquisition Tactics You Can Implement Today
Acquisition
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Continuity Planning
Service Info Sheet
How Enterprise Consulting Works: Program Flow
Enterprise Growth
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Internal Succession & Equity
Roundtable Talk
G2 Journey: From Team Member to Leader to Owner
Next-Gen
Internal Succession & Equity
Compensation
Webcast
Cultivating Talent Through Culture: Recruit & Retain Your Next-Gen Team
Next-Gen
Sustainability
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Accessing the Next Stages of Growth
Acquisition
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Next-Gen
Blog
Closing the Succession Gap
Internal Succession & Equity
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Blog
Reminiscing About the Future: A 20 Year View
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Next-Gen
Roundtable Talk
Every Merger is Unique: 3 Real Life Examples
Mergers
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Technology and Value
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Mergers - A Nontraditional Growth & Acquisition Strategy
Mergers
Acquisition
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Price, not Value, is a Product of Negotiation
Acquisition
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Member Resource
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Valuation Methodology - Income Approach
Valuation & Benchmarking
Internal Succession & Equity
Member Resource
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Valuation Methodology - Market Approach
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External Sale
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Buyers in the Marketplace
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Drivers of Growth
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Valuation, Price, and Lender Approvals
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One Page White Paper
Setting Up the Proper Business Structure
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Determining Your Workweek Trajectory Worksheet
Exit Planning
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Open Market Redemption: A Seller Case Study
External Sale
Deal Structure & Documentation
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The Two Biggest "What If"s of Internal Succession Planning
Internal Succession & Equity
Compensation
Deal Structure & Documentation
Blog
Benefits of Synthetic Equity for Next-Generation Professionals
Next-Gen
Compensation
Internal Succession & Equity
White Paper
Structuring the Deal
Deal Structure & Documentation
Acquisition
External Sale
White Paper
Mergers: A Focus on the M in M&A
Mergers
Deal Structure & Documentation
Tax & Regulatory Issues
Blog
Predatory Buyers
External Sale
Deal Structure & Documentation
Acquisition
Service Info Sheet
Merger FAQ
Mergers
Deal Structure & Documentation
Tax & Regulatory Issues
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There Has Never Been A Better Time to Sell
External Sale
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Deal Structure & Documentation
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Time: An Essential Element of Internal Succession
Internal Succession & Equity
Exit Planning
Sustainability
Infographic
Sustainability Cycle Infographic
Internal Succession & Equity
Sustainability
About FP Transitions
Webcast
What is a Lifestyle Succession Plan?
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Sustainability
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Roundtable Talk
Determining Value: Complexities and Purpose
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Selling Your Practice: One Chance to Do it Right
External Sale
Deal Structure & Documentation
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Book
Succession Planning for Financial Advisors
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Next-Gen
Service Info Sheet
Valuation Services
Valuation & Benchmarking
About FP Transitions
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Service Info Sheet
M&A and Seller Services
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About FP Transitions
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Components of a Deal
External Sale
Acquisition
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Funding Continuity
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Transaction Support
Deal Structure & Documentation
External Sale
About FP Transitions
Blog
6 Considerations for Selling Your Practice
External Sale
Valuation & Benchmarking
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Your Transition Team & Nonadvocacy Support
Deal Structure & Documentation
External Sale
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Article
Destabilizing Value With Revenue Sharing
Compensation
Internal Succession & Equity
Next-Gen
Webcast
Advanced Strategies for Balancing Growth & Profitability
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Next-Gen
Blog
Asking Your Boss for Ownership
Next-Gen
Internal Succession & Equity
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Is Mediation for Your Deal a Good Investment?
Acquisition
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Gaining Peace of Mind: Tips for Selling Your Practice
External Sale
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Plotting Your Exit
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3 Job Interview Questions Next Generation Advisors Should Be Asking
Next-Gen
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Roundtable Talk
Compliance Audits & Practice Value: A Roundtable Talk with Bates Group
Valuation & Benchmarking
Tax & Regulatory Issues
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8 Considerations for Your Merger Strategy
Mergers
Deal Structure & Documentation
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Blog
Course Corrections for Your Succession Plan
Internal Succession & Equity
External Sale
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Blog
An Unsolicited Offer to Buy - Is It Time To Sell?
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Blog
Creative Acquisition Approaches
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Securing Value for Your Future
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If At First You Don't Succeed (book excerpt)
Acquisition
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Continuity Planning White Paper
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Which Exit is Right for You?
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Setting Up an Entity: Elections + Timelines
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Why Succession (Inevitability, Responsibility, Commitment)
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The Perfect Fit
Acquisition
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Defining Your Enterprise: Taking Stock & Moving Forward
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Life After Advising: A Roundtable Talk with Colleen Jordan Hallinan
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Valuation vs. Appraisal
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Building the Team: A Roundtable Talk with Colleen Jordan Hallinan
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5 Common Compliance Mistakes
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Article
Practice Emergency Plan FAQ
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Succession Success: A Client Success Story
Internal Succession & Equity
Next-Gen
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Succession Planning in the Family: Simple or Difficult?
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Tax & Regulatory Issues
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Roundtable Talk
The Process: A Roundtable Talk with Colleen Jordan Hallinan
Exit Planning
Enterprise Growth
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One Page White Paper
Succession Planning & The Family Business
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Next-Gen
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The Push & Pull: Drivers of Succession Success
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Blog
Is Your Business Ready for the Road Ahead?: Strategies for Organizational Growth
Entity & Business Structure
Enterprise Growth
Sustainability
One Page White Paper
Equity Management Solutions®
Valuation & Benchmarking
Continuity Planning
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Book Review: Successful Hiring for Financial Planners by Caleb Brown CFP
Next-Gen
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Blog
What Makes a Successful Buyer: A Client Success Story
Acquisition
Deal Structure & Documentation
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Video
A Non-Advocacy Approach to M&A Transactions
Acquisition
External Sale
Deal Structure & Documentation
Case Study
Acquisition Case Study
Acquisition
External Sale
Enterprise Growth
One Page White Paper
Financing to Fuel Growth, Acquisition, & Succession: Working Capital
Enterprise Growth
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Blog
Thriving from the Other Side of Selling
Internal Succession & Equity
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Book
Buying, Selling, & Valuing Financial Practices - M&A Guide
Acquisition
External Sale
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Blog
A New Goal for a New Generation
Next-Gen
Internal Succession & Equity
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One Page White Paper
Using Bank Financing to Expand Your Options
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One Page White Paper
Three Steps to Successful Continuity Planning
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Book
Solving Valuation - Book Excerpt
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Blog
A Green Paper for Financial Advisors
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Internal Succession & Equity
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Book
Valuation Fundamentals - Book Excerpt
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Another Dimension to Transition
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Book
The Basics You Need to Know - Book Excerpt
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Power of Planning - in Partnership with the FPA
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About FP Transitions
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Guide to Selling Your Practice
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Video
Acquisition Tips
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Using Multiples for Value
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Video
FP Transitions Holiday Message Collection
About FP Transitions
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10 Steps to Buying a Practice
Acquisition
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Managing Roadblocks Along the Next-Gen Ownership Path
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Internal Succession & Equity
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Blog
Aligning Ownership Priorities for Success
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Sustainability
Next-Gen
Webinar
2020: A Year in Review
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Acquisition
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Webinar
Create Profit with Compensation
Compensation
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Indicators of Success: Understanding KPIs
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Webinar
Revenue Drivers: Foundation of Value
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The FPT Open-Market Advantage
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Webinar
Building a Business for Long-Term Value
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Webinar
Creating Equity Pathways to Retain Top Talent
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Structuring Your Entity for Enterprise Growth
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Exploring Compensation Strategies
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2021 Mid-Year Market Update
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About FP Transitions
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Mid-Year Market Update (2021) - Key Insights
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Qualities of a Successful Buyer - M&A Roundtable Talk 2021
Acquisition
Enterprise Growth
About FP Transitions
Blog
Debunking Five M&A Myths
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External Sale
Deal Structure & Documentation
Article
Price, Not Value, is a Product of Negotiation
Acquisition
External Sale
Deal Structure & Documentation
Webinar
KPIs of a Successful Advisory Business
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Valuation & Benchmarking
Sustainability
Blog
Enhancing Successor Traits as a Woman in Wealth
Next-Gen
Internal Succession & Equity
Sustainability
Blog
How to Build the Best Continuity Plan for You
Continuity Planning
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Blog
Sell and Stay Strategy
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Mergers
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Blog
Maximizing Key Drivers for Business Revenue and Growth
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Sustainability
Blog
Surviving Deal Fatigue
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Mergers
Blog
M&A Mid-Year Market Update (2022)
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Deal Structure & Documentation
Blog
Applying Our Own Advice to Ourselves, Not Just Our Clients
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Blog
4 Tips for Building a Strong Foundation
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Blog
2022 Market Update
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Blog
Top 6 Ways to Grow Your Business
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Compensation
Blog
LLC vs. Corporation - Which Entity Structure Fits Your Goals?
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Blog
Continuity Partner Matching - A Benefit of EMS
Continuity Planning
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Blog
Addressing Sustainability One Step at a Time
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Blog
Key Performance Indicators (KPIs) - What and How To Leverage
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Video
2022 Trends & Predictions from the Experts
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11 Places to Find Top Talent
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Continuity Planning
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Webinar
An Owner's Guide to Succession Planning
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2022 FPT Market Update
Acquisition
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External Sale
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Rethinking Exit Strategies
Exit Planning
Deal Structure & Documentation
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Webinar
More Than a Continuity Requirement
Continuity Planning
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Webinar
KPIs of Running a Successful Advisory Business
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Addressing Capacity and Scalability for Acquisition Success
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Acquisition
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Webinar
Beyond Size and AUM: Qualities of an Exceptional Buyer
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