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