Inside the M&A Marketplace - November 2020 Thumbnail
Webinar

Inside the M&A Marketplace - November 2020

Exit Planning
External Sale
Acquisition
Targeted Growth Solutions for Financial Advisors Thumbnail
eBook

Targeted Growth Solutions for Financial Advisors

Enterprise Growth
Internal Succession & Equity
Sustainability
Preparing to Sell Your Practice Thumbnail
Blog

Preparing to Sell Your Practice

External Sale
Exit Planning
Jumpstarting the Ownership Conversation - September 2020 Thumbnail
Webinar

Jumpstarting the Ownership Conversation - September 2020

Next-Gen
Internal Succession & Equity
Compensation
Key Successor Traits Thumbnail
Blog

Key Successor Traits

Internal Succession & Equity
Next-Gen
Sustainability
Buyer Benefits of Sell and Stay® Transactions Thumbnail
Blog

Buyer Benefits of Sell and Stay® Transactions

Acquisition
Enterprise Growth
Deal Structure & Documentation
Virtual Meetings: Navigating the Tools Thumbnail
Video

Virtual Meetings: Navigating the Tools

Enterprise Growth
About FP Transitions
Remodeling Cash Flow Thumbnail
Article

Remodeling Cash Flow

Compensation
Sustainability
Virtual Meetings: Looking Your Best Thumbnail
Video

Virtual Meetings: Looking Your Best

Enterprise Growth
About FP Transitions
Structuring Ownership Compensation Thumbnail
Blog

Structuring Ownership Compensation

Compensation
Internal Succession & Equity
Enterprise Growth
Selling Your Practice on the Open Market (Process Overview) Thumbnail
Blog

Selling Your Practice on the Open Market (Process Overview)

External Sale
Exit Planning
Deal Structure & Documentation
Preparing Yourself (and Your Boss) for Ownership Thumbnail
Blog

Preparing Yourself (and Your Boss) for Ownership

Next-Gen
Sustainability
Enterprise Growth
Organizational Structure Thumbnail
Webcast

Organizational Structure

Entity & Business Structure
Enterprise Growth
Sustainability
Compliance and Continuity During COVID Thumbnail
Webinar

Compliance and Continuity During COVID

Continuity Planning
Tax & Regulatory Issues
Member Resource
Understanding the Value of Your Practice Thumbnail
Article

Understanding the Value of Your Practice

Valuation & Benchmarking
Entity & Business Structure
Succession and the Family Business: A Client Success Story Thumbnail
Client Success Story

Succession and the Family Business: A Client Success Story

Internal Succession & Equity
Enterprise Growth
Deal Structure & Documentation
Recruit and Retain Next-Generation Talent - October 2020 Thumbnail
Webinar

Recruit and Retain Next-Generation Talent - October 2020

Internal Succession & Equity
Next-Gen
Sustainability
The Three Pillars of a Successful Advisory Business Thumbnail
Blog

The Three Pillars of a Successful Advisory Business

Enterprise Growth
Entity & Business Structure
Compensation
Maximizing Business Growth Through Benchmarking Thumbnail
Blog

Maximizing Business Growth Through Benchmarking

Valuation & Benchmarking
Enterprise Growth
Sustainability
Acquisition Case Studies - July 2020 Thumbnail
Webinar

Acquisition Case Studies - July 2020

External Sale
Exit Planning
Acquisition
Preparing for Success in the M&A Arena: Pre-Qualifying for Bank Financing Thumbnail
Blog

Preparing for Success in the M&A Arena: Pre-Qualifying for Bank Financing

Acquisition
Deal Structure & Documentation
Estimating Value Based on Recurring Revenue Thumbnail
Article

Estimating Value Based on Recurring Revenue

Valuation & Benchmarking
Deal Structure & Documentation
Enterprise Growth
The Benefits of Proper Entity Strcuture Thumbnail
Roundtable Talk

The Benefits of Proper Entity Strcuture

Sustainability
Enterprise Growth
Member Resource
Monitoring the Health of Your Business with Annual Checkups Thumbnail
Blog

Monitoring the Health of Your Business with Annual Checkups

Valuation & Benchmarking
Enterprise Growth
Sustainability
The Importance of Human Capital: A Founder's Perspective Thumbnail
Blog

The Importance of Human Capital: A Founder's Perspective

Next-Gen
Enterprise Growth
Harnessing the Power of Mergers Thumbnail
Blog

Harnessing the Power of Mergers

Mergers
Internal Succession & Equity
Enterprise Growth
Synthetic Equity: An Innovative Approach to Compensation Thumbnail
White Paper

Synthetic Equity: An Innovative Approach to Compensation

Internal Succession & Equity
Sustainability
Next-Gen
The Sustainability Challenge Thumbnail
Webcast

The Sustainability Challenge

Sustainability
Internal Succession & Equity
Compensation
The Sell and Stay® Approach - May 2020 Thumbnail
Webinar

The Sell and Stay® Approach - May 2020

External Sale
Exit Planning
Deal Structure & Documentation
Preparing for the Next Tranche in Your Succession Plan Thumbnail
Blog

Preparing for the Next Tranche in Your Succession Plan

Internal Succession & Equity
Exit Planning
Next-Gen
The Next-Generation Opportunity Thumbnail
Roundtable Talk

The Next-Generation Opportunity

Next-Gen
Internal Succession & Equity
Enterprise Growth
G2 Perspectives: Advice for Next-Generation Owners Thumbnail
Blog

G2 Perspectives: Advice for Next-Generation Owners

Next-Gen
Internal Succession & Equity
Sustainability
Impact of Consolidation Thumbnail
Blog

Impact of Consolidation

Internal Succession & Equity
Sustainability
Exit Planning
Transforming Your Practice Into a Business Thumbnail
White Paper

Transforming Your Practice Into a Business

Entity & Business Structure
Sustainability
Compensation
Next-Gen Impact Thumbnail
Blog

Next-Gen Impact

Next-Gen
Internal Succession & Equity
Enterprise Growth
The Case Against Revenue Splits Thumbnail
Article

The Case Against Revenue Splits

Compensation
Continuity Planning
The Four Greatest Opportunities for Financial Advisors Thumbnail
Blog

The Four Greatest Opportunities for Financial Advisors

Enterprise Growth
Acquisition
Sustainability
Top 10 Drivers of Business Value Thumbnail
Blog

Top 10 Drivers of Business Value

Valuation & Benchmarking
Enterprise Growth
Sustainability
Synthetic Equity - April 2020 Thumbnail
Webcast

Synthetic Equity - April 2020

Internal Succession & Equity
Next-Gen
Enterprise Growth
State of the Market: Outlook for Advisory Firms Thumbnail
Webinar

State of the Market: Outlook for Advisory Firms

Exit Planning
Acquisition
Valuation & Benchmarking
6 Steps to Creating an Effective Continuity Plan Thumbnail
Blog

6 Steps to Creating an Effective Continuity Plan

Continuity Planning
Enterprise Growth
Shared Risk/Shared Reward: Financing Your Deal Thumbnail
Blog

Shared Risk/Shared Reward: Financing Your Deal

Deal Structure & Documentation
Acquisition
External Sale
Continuity Now: Don't Leave Your Business Unprotected Thumbnail
Blog

Continuity Now: Don't Leave Your Business Unprotected

Continuity Planning
Tax & Regulatory Issues
Controlling What You Can, Learning from What You Can't Thumbnail
Blog

Controlling What You Can, Learning from What You Can't

Enterprise Growth
Sustainability
Tax & Regulatory Issues
Entrepreneurs Need Intrapreneurs Thumbnail
Blog

Entrepreneurs Need Intrapreneurs

Sustainability
Next-Gen
Internal Succession & Equity
The Synergy of Multigenrational Ownership Thumbnail
Roundtable Talk

The Synergy of Multigenrational Ownership

Internal Succession & Equity
Next-Gen
Enterprise Growth
Mergers: Prepping Beyond the Numbers Thumbnail
Roundtable Talk

Mergers: Prepping Beyond the Numbers

Mergers
Internal Succession & Equity
Next-Gen
The Dangers of Napkin Negotiations Thumbnail
Blog

The Dangers of Napkin Negotiations

External Sale
Deal Structure & Documentation
Acquisition
How to Successfully Inquire on the Open Market Thumbnail
Blog

How to Successfully Inquire on the Open Market

Acquisition
Enterprise Growth
Elevating a Legacy: A G2 Success Story Thumbnail
Blog

Elevating a Legacy: A G2 Success Story

Internal Succession & Equity
Enterprise Growth
Next-Gen
Considering Key Staff During the Sale of Your Business Thumbnail
Blog

Considering Key Staff During the Sale of Your Business

External Sale
Deal Structure & Documentation
Next-Gen
Top 6 Ways to Grow Your Business Thumbnail
Blog

Top 6 Ways to Grow Your Business

Enterprise Growth
Acquisition
Entity & Business Structure
Financing for Successors Thumbnail
Blog

Financing for Successors

Internal Succession & Equity
Next-Gen
Compensation
Structure, Sustainability, and Acquisition Strategy Thumbnail
Blog

Structure, Sustainability, and Acquisition Strategy

Acquisition
Sustainability
Enterprise Growth
Sell and Stay®: A Diverse Deal Structure Thumbnail
Article

Sell and Stay®: A Diverse Deal Structure

External Sale
Exit Planning
Deal Structure & Documentation
Lifestyle Succession Plan Thumbnail
White Paper

Lifestyle Succession Plan

Internal Succession & Equity
Exit Planning
Sustainability
The Growth Machine: A Client Success Story Thumbnail
Client Success Story

The Growth Machine: A Client Success Story

Internal Succession & Equity
Acquisition
Enterprise Growth
Sell and Stay®: A Unique Path for Unique Goals Thumbnail
Article

Sell and Stay®: A Unique Path for Unique Goals

External Sale
Exit Planning
Deal Structure & Documentation
Issues Advisors Face Thumbnail
Webcast

Issues Advisors Face

Internal Succession & Equity
Compensation
Entity & Business Structure
Rights and Obligations of Equity Ownership Thumbnail
Blog

Rights and Obligations of Equity Ownership

Next-Gen
Internal Succession & Equity
Compensation
Cultural Fit and the Ownership Mentality: G2 Perspectives Thumbnail
Roundtable Talk

Cultural Fit and the Ownership Mentality: G2 Perspectives

Next-Gen
Internal Succession & Equity
Member Resource
Value Beyond Growth And Selling Thumbnail
Roundtable Talk

Value Beyond Growth And Selling

Valuation & Benchmarking
Enterprise Growth
External Sale
Your Catalyst for Growth: Focus on Your Team Thumbnail
Blog

Your Catalyst for Growth: Focus on Your Team

Sustainability
Next-Gen
Enterprise Growth
Governance & Control in Shifting Ownership Structures Thumbnail
Roundtable Talk

Governance & Control in Shifting Ownership Structures

Deal Structure & Documentation
Internal Succession & Equity
Mergers
A Plan for Seller's Workbook Thumbnail
Worksheet

A Plan for Seller's Workbook

External Sale
Exit Planning
Business Factors Supporting Growth & Resilience Thumbnail
Blog

Business Factors Supporting Growth & Resilience

Sustainability
Enterprise Growth
Valuation & Benchmarking
A Plan for Seller's Checklist Thumbnail
Checklist

A Plan for Seller's Checklist

External Sale
Deal Structure & Documentation
Exit Planning
Ship vs. Liferaft: What are You Building? Thumbnail
Blog

Ship vs. Liferaft: What are You Building?

Entity & Business Structure
Sustainability
Enterprise Growth
10 Reasons to Professionally Value Your Business Thumbnail
Blog

10 Reasons to Professionally Value Your Business

Valuation & Benchmarking
Enterprise Growth
External Sale
G2 Ownership Readiness Assessment Worksheet Thumbnail
Worksheet

G2 Ownership Readiness Assessment Worksheet

Next-Gen
Internal Succession & Equity
Sustainability
7 Acquisition Tactics You Can Implement Today Thumbnail
Blog

7 Acquisition Tactics You Can Implement Today

Acquisition
Enterprise Growth
Continuity Planning
How Enterprise Consulting Works: Program Flow Thumbnail
Service Info Sheet

How Enterprise Consulting Works: Program Flow

Enterprise Growth
Sustainability
Internal Succession & Equity
G2 Journey: From Team Member to Leader to Owner Thumbnail
Roundtable Talk

G2 Journey: From Team Member to Leader to Owner

Next-Gen
Internal Succession & Equity
Compensation
Cultivating Talent Through Culture: Recruit & Retain Your Next-Gen Team Thumbnail
Webcast

Cultivating Talent Through Culture: Recruit & Retain Your Next-Gen Team

Next-Gen
Sustainability
Accessing the Next Stages of Growth Thumbnail
Blog

Accessing the Next Stages of Growth

Acquisition
Enterprise Growth
Next-Gen
Closing the Succession Gap Thumbnail
Blog

Closing the Succession Gap

Internal Succession & Equity
Enterprise Growth
Next-Gen
Reminiscing About the Future: A 20 Year View Thumbnail
Blog

Reminiscing About the Future: A 20 Year View

Enterprise Growth
Internal Succession & Equity
Next-Gen
Every Merger is Unique: 3 Real Life Examples Thumbnail
Roundtable Talk

Every Merger is Unique: 3 Real Life Examples

Mergers
Deal Structure & Documentation
Tax & Regulatory Issues
Technology and Value Thumbnail
Blog

Technology and Value

Valuation & Benchmarking
Sustainability
Enterprise Growth
Mergers - A Nontraditional Growth & Acquisition Strategy Thumbnail
Blog

Mergers - A Nontraditional Growth & Acquisition Strategy

Mergers
Acquisition
Exit Planning
Price, not Value, is a Product of Negotiation Thumbnail
Article

Price, not Value, is a Product of Negotiation

Acquisition
Valuation & Benchmarking
Member Resource
Valuation Methodology - Income Approach Thumbnail
Article

Valuation Methodology - Income Approach

Valuation & Benchmarking
Internal Succession & Equity
Member Resource
Valuation Methodology - Market Approach Thumbnail
Article

Valuation Methodology - Market Approach

Valuation & Benchmarking
External Sale
Member Resource
Buyers in the Marketplace Thumbnail
Article

Buyers in the Marketplace

External Sale
Deal Structure & Documentation
Member Resource
Drivers of Growth Thumbnail
Article

Drivers of Growth

Valuation & Benchmarking
Enterprise Growth
Member Resource
Valuation, Price, and Lender Approvals Thumbnail
Article

Valuation, Price, and Lender Approvals

Valuation & Benchmarking
Deal Structure & Documentation
Member Resource
Setting Up the Proper Business Structure Thumbnail
One Page White Paper

Setting Up the Proper Business Structure

Entity & Business Structure
Compensation
Deal Structure & Documentation
Determining Your Workweek Trajectory Worksheet Thumbnail
Worksheet

Determining Your Workweek Trajectory Worksheet

Exit Planning
Internal Succession & Equity
Sustainability
Open Market Redemption: A Seller Case Study Thumbnail
Case Study

Open Market Redemption: A Seller Case Study

External Sale
Deal Structure & Documentation
Exit Planning
The Two Biggest
Blog

The Two Biggest "What If"s of Internal Succession Planning

Internal Succession & Equity
Compensation
Deal Structure & Documentation
Benefits of Synthetic Equity for Next-Generation Professionals Thumbnail
Blog

Benefits of Synthetic Equity for Next-Generation Professionals

Next-Gen
Compensation
Internal Succession & Equity
Structuring the Deal Thumbnail
White Paper

Structuring the Deal

Deal Structure & Documentation
Acquisition
External Sale
Mergers: A Focus on the M in M&A Thumbnail
White Paper

Mergers: A Focus on the M in M&A

Mergers
Deal Structure & Documentation
Tax & Regulatory Issues
Predatory Buyers Thumbnail
Blog

Predatory Buyers

External Sale
Deal Structure & Documentation
Acquisition
Merger FAQ Thumbnail
Service Info Sheet

Merger FAQ

Mergers
Deal Structure & Documentation
Tax & Regulatory Issues
There Has Never Been A Better Time to Sell Thumbnail
Blog

There Has Never Been A Better Time to Sell

External Sale
Acquisition
Deal Structure & Documentation
Time: An Essential Element of Internal Succession Thumbnail
Roundtable Talk

Time: An Essential Element of Internal Succession

Internal Succession & Equity
Exit Planning
Sustainability
Sustainability Cycle Infographic Thumbnail
Infographic

Sustainability Cycle Infographic

Internal Succession & Equity
Sustainability
About FP Transitions
What is a Lifestyle Succession Plan? Thumbnail
Webcast

What is a Lifestyle Succession Plan?

Internal Succession & Equity
Sustainability
Exit Planning
Determining Value: Complexities and Purpose Thumbnail
Roundtable Talk

Determining Value: Complexities and Purpose

Valuation & Benchmarking
Deal Structure & Documentation
Member Resource
Selling Your Practice: One Chance to Do it Right Thumbnail
Case Study

Selling Your Practice: One Chance to Do it Right

External Sale
Deal Structure & Documentation
Exit Planning
Succession Planning for Financial Advisors Thumbnail
Book

Succession Planning for Financial Advisors

Internal Succession & Equity
Sustainability
Next-Gen
Valuation Services Thumbnail
Service Info Sheet

Valuation Services

Valuation & Benchmarking
About FP Transitions
Enterprise Growth
M&A and Seller Services Thumbnail
Service Info Sheet

M&A and Seller Services

External Sale
Exit Planning
About FP Transitions
Components of a Deal Thumbnail
Blog

Components of a Deal

External Sale
Acquisition
Deal Structure & Documentation
Funding Continuity Thumbnail
Roundtable Talk

Funding Continuity

Continuity Planning
Deal Structure & Documentation
Transaction Support Thumbnail
Service Info Sheet

Transaction Support

Deal Structure & Documentation
External Sale
About FP Transitions
6 Considerations for Selling Your Practice Thumbnail
Blog

6 Considerations for Selling Your Practice

External Sale
Valuation & Benchmarking
Exit Planning
Your Transition Team & Nonadvocacy Support Thumbnail
Blog

Your Transition Team & Nonadvocacy Support

Deal Structure & Documentation
External Sale
Exit Planning
Destabilizing Value With Revenue Sharing Thumbnail
Article

Destabilizing Value With Revenue Sharing

Compensation
Internal Succession & Equity
Next-Gen
Advanced Strategies for Balancing Growth & Profitability Thumbnail
Webcast

Advanced Strategies for Balancing Growth & Profitability

Enterprise Growth
Internal Succession & Equity
Next-Gen
Asking Your Boss for Ownership Thumbnail
Blog

Asking Your Boss for Ownership

Next-Gen
Internal Succession & Equity
Deal Structure & Documentation
Is Mediation for Your Deal a Good Investment? Thumbnail
Blog

Is Mediation for Your Deal a Good Investment?

Acquisition
Exit Planning
Deal Structure & Documentation
Gaining Peace of Mind: Tips for Selling Your Practice Thumbnail
Blog

Gaining Peace of Mind: Tips for Selling Your Practice

External Sale
Exit Planning
Plotting Your Exit Thumbnail
Blog

Plotting Your Exit

Exit Planning
Internal Succession & Equity
Sustainability
3 Job Interview Questions Next Generation Advisors Should Be Asking Thumbnail
Blog

3 Job Interview Questions Next Generation Advisors Should Be Asking

Next-Gen
Internal Succession & Equity
Enterprise Growth
Compliance Audits & Practice Value: A Roundtable Talk with Bates Group Thumbnail
Roundtable Talk

Compliance Audits & Practice Value: A Roundtable Talk with Bates Group

Valuation & Benchmarking
Tax & Regulatory Issues
8 Considerations for Your Merger Strategy Thumbnail
Blog

8 Considerations for Your Merger Strategy

Mergers
Deal Structure & Documentation
Enterprise Growth
Course Corrections for Your Succession Plan Thumbnail
Blog

Course Corrections for Your Succession Plan

Internal Succession & Equity
External Sale
Exit Planning
An Unsolicited Offer to Buy - Is It Time To Sell? Thumbnail
Blog

An Unsolicited Offer to Buy - Is It Time To Sell?

External Sale
Deal Structure & Documentation
Exit Planning
Creative Acquisition Approaches Thumbnail
Blog

Creative Acquisition Approaches

Acquisition
Sustainability
Enterprise Growth
Securing Value for Your Future Thumbnail
Blog

Securing Value for Your Future

Continuity Planning
Enterprise Growth
Valuation & Benchmarking
If At First You Don't Succeed (book excerpt) Thumbnail
Blog

If At First You Don't Succeed (book excerpt)

Acquisition
Enterprise Growth
Entity & Business Structure
Continuity Planning White Paper Thumbnail
White Paper

Continuity Planning White Paper

Continuity Planning
Deal Structure & Documentation
Enterprise Growth
Which Exit is Right for You? Thumbnail
Blog

Which Exit is Right for You?

Exit Planning
Internal Succession & Equity
External Sale
Setting Up an Entity: Elections + Timelines Thumbnail
Roundtable Talk

Setting Up an Entity: Elections + Timelines

Entity & Business Structure
Enterprise Growth
Tax & Regulatory Issues
Regulatory Issues Thumbnail
Roundtable Talk

Regulatory Issues

Tax & Regulatory Issues
Continuity Planning
Member Resource
Why Succession (Inevitability, Responsibility, Commitment) Thumbnail
Video

Why Succession (Inevitability, Responsibility, Commitment)

Internal Succession & Equity
Exit Planning
Sustainability
The Perfect Fit Thumbnail
Blog

The Perfect Fit

Acquisition
External Sale
Sustainability
Defining Your Enterprise: Taking Stock & Moving Forward Thumbnail
Blog

Defining Your Enterprise: Taking Stock & Moving Forward

Enterprise Growth
Entity & Business Structure
Life After Advising: A Roundtable Talk with Colleen Jordan Hallinan Thumbnail
Roundtable Talk

Life After Advising: A Roundtable Talk with Colleen Jordan Hallinan

Exit Planning
Enterprise Growth
Valuation vs. Appraisal Thumbnail
Roundtable Talk

Valuation vs. Appraisal

Valuation & Benchmarking
Enterprise Growth
Member Resource
Building the Team: A Roundtable Talk with Colleen Jordan Hallinan Thumbnail
Roundtable Talk

Building the Team: A Roundtable Talk with Colleen Jordan Hallinan

Exit Planning
Enterprise Growth
Sustainability
5 Common Compliance Mistakes Thumbnail
Blog

5 Common Compliance Mistakes

Enterprise Growth
Tax & Regulatory Issues
Practice Emergency Plan FAQ Thumbnail
Article

Practice Emergency Plan FAQ

Continuity Planning
Deal Structure & Documentation
Succession Success: A Client Success Story Thumbnail
Client Success Story

Succession Success: A Client Success Story

Internal Succession & Equity
Next-Gen
Sustainability
Succession Planning in the Family: Simple or Difficult? Thumbnail
Blog

Succession Planning in the Family: Simple or Difficult?

Internal Succession & Equity
Tax & Regulatory Issues
Deal Structure & Documentation
The Process: A Roundtable Talk with Colleen Jordan Hallinan Thumbnail
Roundtable Talk

The Process: A Roundtable Talk with Colleen Jordan Hallinan

Exit Planning
Enterprise Growth
Sustainability
Succession Planning & The Family Business Thumbnail
One Page White Paper

Succession Planning & The Family Business

Internal Succession & Equity
Next-Gen
Member Resource
The Push & Pull: Drivers of Succession Success Thumbnail
Blog

The Push & Pull: Drivers of Succession Success

Internal Succession & Equity
Exit Planning
Is Your Business Ready for the Road Ahead?: Strategies for Organizational Growth Thumbnail
Blog

Is Your Business Ready for the Road Ahead?: Strategies for Organizational Growth

Entity & Business Structure
Enterprise Growth
Sustainability
Equity Management Solutions® Thumbnail
One Page White Paper

Equity Management Solutions®

Valuation & Benchmarking
Continuity Planning
Enterprise Growth
Book Review: Successful Hiring for Financial Planners by Caleb Brown CFP Thumbnail
Blog

Book Review: Successful Hiring for Financial Planners by Caleb Brown CFP

Next-Gen
Internal Succession & Equity
Enterprise Growth
What Makes a Successful Buyer: A Client Success Story Thumbnail
Blog

What Makes a Successful Buyer: A Client Success Story

Acquisition
Deal Structure & Documentation
Enterprise Growth
A Non-Advocacy Approach to M&A Transactions Thumbnail
Video

A Non-Advocacy Approach to M&A Transactions

Acquisition
External Sale
Deal Structure & Documentation
Acquisition Case Study Thumbnail
Case Study

Acquisition Case Study

Acquisition
External Sale
Enterprise Growth
Financing to Fuel Growth, Acquisition, & Succession: Working Capital Thumbnail
One Page White Paper

Financing to Fuel Growth, Acquisition, & Succession: Working Capital

Enterprise Growth
Acquisition
Internal Succession & Equity
Thriving from the Other Side of Selling Thumbnail
Blog

Thriving from the Other Side of Selling

Internal Succession & Equity
Exit Planning
Buying, Selling, & Valuing Financial Practices - M&A Guide Thumbnail
Book

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

Acquisition
External Sale
Valuation & Benchmarking
A New Goal for a New Generation Thumbnail
Blog

A New Goal for a New Generation

Next-Gen
Internal Succession & Equity
Enterprise Growth
Using Bank Financing to Expand Your Options Thumbnail
One Page White Paper

Using Bank Financing to Expand Your Options

Internal Succession & Equity
Deal Structure & Documentation
Three Steps to Successful Continuity Planning Thumbnail
One Page White Paper

Three Steps to Successful Continuity Planning

Continuity Planning
Valuation & Benchmarking
Member Resource
Solving Valuation - Book Excerpt Thumbnail
Book

Solving Valuation - Book Excerpt

Valuation & Benchmarking
Exit Planning
Member Resource
A Green Paper for Financial Advisors Thumbnail
Blog

A Green Paper for Financial Advisors

Enterprise Growth
Internal Succession & Equity
Sustainability
Valuation Fundamentals - Book Excerpt Thumbnail
Book

Valuation Fundamentals - Book Excerpt

Valuation & Benchmarking
Exit Planning
Member Resource
Another Dimension to Transition Thumbnail
Blog

Another Dimension to Transition

Internal Succession & Equity
Exit Planning
The Basics You Need to Know - Book Excerpt Thumbnail
Book

The Basics You Need to Know - Book Excerpt

Valuation & Benchmarking
Acquisition
Member Resource
Power of Planning - in Partnership with the FPA Thumbnail
Video

Power of Planning - in Partnership with the FPA

Next-Gen
Enterprise Growth
About FP Transitions
Guide to Selling Your Practice Thumbnail
Service Info Sheet

Guide to Selling Your Practice

External Sale
Exit Planning
About FP Transitions
Acquisition Tips Thumbnail
Video

Acquisition Tips

Acquisition
Enterprise Growth
Deal Structure & Documentation
Using Multiples for Value Thumbnail
Infographic

Using Multiples for Value

Valuation & Benchmarking
Exit Planning
FP Transitions Holiday Message Collection Thumbnail
Video

FP Transitions Holiday Message Collection

About FP Transitions

10 Steps to Buying a Practice Thumbnail
Article

10 Steps to Buying a Practice

Acquisition
Deal Structure & Documentation
Member Resource
Managing Roadblocks Along the Next-Gen Ownership Path Thumbnail
Blog

Managing Roadblocks Along the Next-Gen Ownership Path

Next-Gen
Internal Succession & Equity
Enterprise Growth
Aligning Ownership Priorities for Success Thumbnail
Blog

Aligning Ownership Priorities for Success

Internal Succession & Equity
Sustainability
Next-Gen
2020: A Year in Review Thumbnail
Webinar

2020: A Year in Review

External Sale
Acquisition
Deal Structure & Documentation
Create Profit with Compensation Thumbnail
Webinar

Create Profit with Compensation

Compensation
Internal Succession & Equity
Entity & Business Structure
Indicators of Success: Understanding KPIs Thumbnail
Webinar

Indicators of Success: Understanding KPIs

Valuation & Benchmarking
Enterprise Growth
Sustainability
Revenue Drivers: Foundation of Value Thumbnail
Webinar

Revenue Drivers: Foundation of Value

Valuation & Benchmarking
Enterprise Growth
Sustainability
The FPT Open-Market Advantage Thumbnail
Blog

The FPT Open-Market Advantage

External Sale
Deal Structure & Documentation
Acquisition
Building a Business for Long-Term Value Thumbnail
Webinar

Building a Business for Long-Term Value

Enterprise Growth
Sustainability
Entity & Business Structure
Creating Equity Pathways to Retain Top Talent Thumbnail
Webinar

Creating Equity Pathways to Retain Top Talent

Internal Succession & Equity
Compensation
Sustainability
Structuring Your Entity for Enterprise Growth Thumbnail
Webinar

Structuring Your Entity for Enterprise Growth

Entity & Business Structure
Enterprise Growth
Tax & Regulatory Issues
Exploring Compensation Strategies Thumbnail
Webinar

Exploring Compensation Strategies

Compensation
Internal Succession & Equity
Next-Gen
2021 Mid-Year Market Update Thumbnail
Webinar

2021 Mid-Year Market Update

Acquisition
External Sale
About FP Transitions
Mid-Year Market Update (2021) - Key Insights Thumbnail
Roundtable Talk

Mid-Year Market Update (2021) - Key Insights

Acquisition
Enterprise Growth
External Sale
Qualities of a Successful Buyer - M&A Roundtable Talk 2021 Thumbnail
Roundtable Talk

Qualities of a Successful Buyer - M&A Roundtable Talk 2021

Acquisition
Enterprise Growth
About FP Transitions
Debunking Five M&A Myths Thumbnail
Blog

Debunking Five M&A Myths

Acquisition
External Sale
Deal Structure & Documentation
Price, Not Value, is a Product of Negotiation Thumbnail
Article

Price, Not Value, is a Product of Negotiation

Acquisition
External Sale
Deal Structure & Documentation
KPIs of a Successful Advisory Business Thumbnail
Webinar

KPIs of a Successful Advisory Business

Entity & Business Structure
Valuation & Benchmarking
Sustainability
Enhancing Successor Traits as a Woman in Wealth Thumbnail
Blog

Enhancing Successor Traits as a Woman in Wealth

Next-Gen
Internal Succession & Equity
Sustainability
How to Build the Best Continuity Plan for You Thumbnail
Blog

How to Build the Best Continuity Plan for You

Continuity Planning
Sustainability
Internal Succession & Equity
Sell and Stay Strategy Thumbnail
Blog

Sell and Stay Strategy

Sustainability
Mergers
Exit Planning
Maximizing Key Drivers for Business Revenue and Growth Thumbnail
Blog

Maximizing Key Drivers for Business Revenue and Growth

Valuation & Benchmarking
Internal Succession & Equity
Sustainability
Surviving Deal Fatigue Thumbnail
Blog

Surviving Deal Fatigue

Acquisition
External Sale
Mergers
M&A Mid-Year Market Update (2022) Thumbnail
Blog

M&A Mid-Year Market Update (2022)

Mergers
Acquisition
Deal Structure & Documentation
Applying Our Own Advice to Ourselves, Not Just Our Clients Thumbnail
Blog

Applying Our Own Advice to Ourselves, Not Just Our Clients

Continuity Planning
Internal Succession & Equity
Sustainability
4 Tips for Building a Strong Foundation Thumbnail
Blog

4 Tips for Building a Strong Foundation

Sustainability
Entity & Business Structure
Enterprise Growth
2022 Market Update Thumbnail
Blog

2022 Market Update

Valuation & Benchmarking
Acquisition
Mergers
Top 6 Ways to Grow Your Business Thumbnail
Blog

Top 6 Ways to Grow Your Business

Sustainability
Enterprise Growth
Compensation
LLC vs. Corporation - Which Entity Structure Fits Your Goals? Thumbnail
Blog

LLC vs. Corporation - Which Entity Structure Fits Your Goals?

Entity & Business Structure
Enterprise Growth
Tax & Regulatory Issues
Continuity Partner Matching - A Benefit of EMS Thumbnail
Blog

Continuity Partner Matching - A Benefit of EMS

Continuity Planning
Exit Planning
Internal Succession & Equity
Addressing Sustainability One Step at a Time Thumbnail
Blog

Addressing Sustainability One Step at a Time

Sustainability
Enterprise Growth
Key Performance Indicators (KPIs) - What and How To Leverage Thumbnail
Blog

Key Performance Indicators (KPIs) - What and How To Leverage

Valuation & Benchmarking
Enterprise Growth
Sustainability
2022 Trends & Predictions from the Experts Thumbnail
Video

2022 Trends & Predictions from the Experts

Valuation & Benchmarking
Acquisition
Mergers
11 Places to Find Top Talent Thumbnail
Blog

11 Places to Find Top Talent

Next-Gen
Continuity Planning
Internal Succession & Equity
An Owner's Guide to Succession Planning Thumbnail
Webinar

An Owner's Guide to Succession Planning

Internal Succession & Equity
Exit Planning
2022 FPT Market Update Thumbnail
Webinar

2022 FPT Market Update

Acquisition
Enterprise Growth
External Sale
Rethinking Exit Strategies Thumbnail
Webinar

Rethinking Exit Strategies

Exit Planning
Deal Structure & Documentation
External Sale
More Than a Continuity Requirement Thumbnail
Webinar

More Than a Continuity Requirement

Continuity Planning
Internal Succession & Equity
Sustainability
KPIs of Running a Successful Advisory Business Thumbnail
Webinar

KPIs of Running a Successful Advisory Business

Valuation & Benchmarking
Enterprise Growth
Entity & Business Structure
Addressing Capacity and Scalability for Acquisition Success Thumbnail
Webinar

Addressing Capacity and Scalability for Acquisition Success

Enterprise Growth
Acquisition
Entity & Business Structure
Beyond Size and AUM: Qualities of an Exceptional Buyer Thumbnail
Webinar

Beyond Size and AUM: Qualities of an Exceptional Buyer

Acquisition
Valuation & Benchmarking
Leveraging Key Performance Indicators for Success Thumbnail
Video

Leveraging Key Performance Indicators for Success

Enterprise Growth
Valuation & Benchmarking

Don’t see what you’re looking for? Use the search bar or topic list to to find more resources

View All