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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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Acquisition Case Studies - July 2020
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Preparing for Success in the M&A Arena: Pre-Qualifying for Bank Financing
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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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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
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The Next-Generation Opportunity
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G2 Perspectives: Advice for Next-Generation Owners
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Impact of Consolidation
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Transforming Your Practice Into a Business
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Next-Gen Impact
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The Case Against Reveue 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
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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
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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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The Synergy of Multigenrational Ownership
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Next-Gen
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Mergers: Prepping Beyond the Numbers
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Next-Gen
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The Dangers of Napkin Negotiations
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How to Successfully Inquire on the Open Market
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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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Structure, Sustainability, and Acquisition Strategy
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Sell and Stay®: A Diverse Deal Structure
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Lifestyle Succession Plan
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The Growth Machine: A Client Success Story
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Sell and Stay®: A Unique Path for Unique Goals
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Issues Advisors Face
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Rights and Obligations of Equity Ownership
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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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Your Catalyst for Growth: Focus on Your Team
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Next-Gen
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Governance & Control in Shifting Ownership Structures
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A Plan for Seller's Workbook
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Business Factors Supporting Growth & Resilience
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A Plan for Seller's Checklist
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Ship vs. Liferaft: What are You Building?
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10 Reasons to Professionally Value Your Business
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Worksheet
G2 Ownership Readiness Assessment Worksheet
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7 Acquisition Tactics You Can Implement Today
Acquisition
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How Enterprise Consulting Works: Program Flow
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G2 Journey: From Team Member to Leader to Owner
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Cultivating Talent Through Culture: Recruit & Retain Your Next-Gen Team
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Accessing the Next Stages of Growth
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Closing the Succession Gap
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Reminiscing About the Future: A 20 Year View
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Every Merger is Unique: 3 Real Life Examples
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Technology and Value
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Mergers - A Nontraditional Growth & Acquisition Strategy
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Price, not Value, is a Product of Negotiation
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Valuation Methodology - Income Approach
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Valuation Methodology - Market Approach
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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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Setting Up the Proper Business Structure
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Determining Your Workweek Trajectory Worksheet
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Open Market Redemption: A Seller Case Study
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The Two Biggest "What If"s of Internal Succession Planning
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Benefits of Synthetic Equity for Next-Generation Professionals
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Structuring the Deal
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Mergers: A Focus on the M in M&A
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Predatory Buyers
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Service Info Sheet
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There Has Never Been A Better Time to Sell
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Time: An Essential Element of Internal Succession
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Infographic
Sustainability Cycle Infographic
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About FP Transitions
Webcast
What is a Lifestyle Succession Plan?
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Determining Value: Complexities and Purpose
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Selling Your Practice: One Chance to Do it Right
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Succession Planning for Financial Advisors
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Components of a Deal
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6 Considerations for Selling Your Practice
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Your Transition Team & Nonadvocacy Support
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Destabilizing Value With Revenue Sharing
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Advanced Strategies for Balancing Growth & Profitability
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Asking Your Boss for Ownership
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Is Mediation for Your Deal a Good Investment?
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Gaining Peace of Mind: Tips for Selling Your Practice
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Plotting Your Exit
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3 Job Interview Questions Next Generation Advisors Should Be Asking
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Compliance Audits & Practice Value: A Roundtable Talk with Bates Group
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8 Considerations for Your Merger Strategy
Mergers
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Course Corrections for Your Succession Plan
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An Unsolicited Offer to Buy - Is It Time To Sell?
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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)
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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
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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
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Next-Gen
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Blog
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
Internal Succession & Equity
Next-Gen
Member Resource
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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
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One Page White Paper
Equity Management Solutions™
Valuation & Benchmarking
Continuity Planning
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Blog
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
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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
Exit Planning
Book
Buying, Selling, & Valuing Financial Practices - M&A Guide
Acquisition
External Sale
Valuation & Benchmarking
Blog
A New Goal for a New Generation
Next-Gen
Internal Succession & Equity
Enterprise Growth
One Page White Paper
Using Bank Financing to Expand Your Options
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Deal Structure & Documentation
One Page White Paper
Three Steps to Successful Continuity Planning
Continuity Planning
Valuation & Benchmarking
Member Resource
Book
Solving Valuation - Book Excerpt
Valuation & Benchmarking
Exit Planning
Member Resource
Blog
A Green Paper for Financial Advisors
Enterprise Growth
Internal Succession & Equity
Sustainability
Book
Valuation Fundamentals - Book Excerpt
Valuation & Benchmarking
Exit Planning
Member Resource
Blog
Another Dimension to Transition
Internal Succession & Equity
Exit Planning
Book
The Basics You Need to Know - Book Excerpt
Valuation & Benchmarking
Acquisition
Member Resource
Video
Power of Planning - in Partnership with the FPA
Next-Gen
Enterprise Growth
About FP Transitions
Service Info Sheet
Guide to Selling Your Practice
External Sale
Exit Planning
About FP Transitions
Video
Acquisition Tips
Acquisition
Enterprise Growth
Deal Structure & Documentation
Infographic
Using Multiples for Value
Valuation & Benchmarking
Exit Planning
Video
FP Transitions Holiday Message Collection
About FP Transitions
Article
10 Steps to Buying a Practice
Acquisition
Deal Structure & Documentation
Member Resource
Blog
Managing Roadblocks Along the Next-Gen Ownership Path
Next-Gen
Internal Succession & Equity
Enterprise Growth
Blog
Aligning Ownership Priorities for Success
Internal Succession & Equity
Sustainability
Next-Gen
Webinar
2020: A Year in Review
External Sale
Acquisition
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Webinar
Create Profit with Compensation
Compensation
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Webinar
Indicators of Success: Understanding KPIs
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Webinar
Revenue Drivers: Foundation of Value
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Blog
The FPT Open-Market Advantage
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Deal Structure & Documentation
Acquisition
Webinar
Building a Business for Long-Term Value
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Webinar
Creating Equity Pathways to Retain Top Talent
Internal Succession & Equity
Compensation
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Webinar
Structuring Your Entity for Enterprise Growth
Entity & Business Structure
Enterprise Growth
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Webinar
Exploring Compensation Strategies
Compensation
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2021 Mid-Year Market Update
Acquisition
External Sale
About FP Transitions
Roundtable Talk
Mid-Year Market Update (2021) - Key Insights
Acquisition
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Roundtable Talk
Qualities of a Successful Buyer - M&A Roundtable Talk 2021
Acquisition
Enterprise Growth
About FP Transitions
Blog
Debunking Five M&A Myths
Acquisition
External Sale
Deal Structure & Documentation
Article
Price, Not Value, is a Product of Negotiation
Acquisition
External Sale
Deal Structure & Documentation
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