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Resources

Buyer Benefits of Sell and Stay® Transactions Thumbnail
Blog

Buyer Benefits of Sell and Stay® Transactions

Acquisition
Enterprise Growth
Deal Structure & Documentation
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
How to Successfully Inquire on the Open Market Thumbnail
Blog

How to Successfully Inquire on the Open Market

Acquisition
Enterprise Growth
Structure, Sustainability, and Acquisition Strategy Thumbnail
Blog

Structure, Sustainability, and Acquisition Strategy

Acquisition
Sustainability
Enterprise Growth
7 Acquisition Tactics You Can Implement Today Thumbnail
Blog

7 Acquisition Tactics You Can Implement Today

Acquisition
Enterprise Growth
Continuity Planning
Accessing the Next Stages of Growth Thumbnail
Blog

Accessing the Next Stages of Growth

Acquisition
Enterprise Growth
Next-Gen
Price, not Value, is a Product of Negotiation Thumbnail
Article

Price, not Value, is a Product of Negotiation

Acquisition
Valuation & Benchmarking
Member Resource
Is Mediation for Your Deal a Good Investment? Thumbnail
Blog

Is Mediation for Your Deal a Good Investment?

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

Creative Acquisition Approaches

Acquisition
Sustainability
Enterprise Growth
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
The Perfect Fit Thumbnail
Blog

The Perfect Fit

Acquisition
External Sale
Sustainability
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
Buying, Selling, & Valuing Financial Practices - M&A Guide Thumbnail
Book

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

Acquisition
External Sale
Valuation & Benchmarking
Acquisition Tips Thumbnail
Video

Acquisition Tips

Acquisition
Enterprise Growth
Deal Structure & Documentation
10 Steps to Buying a Practice Thumbnail
Article

10 Steps to Buying a Practice

Acquisition
Deal Structure & Documentation
Member Resource
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
Surviving Deal Fatigue Thumbnail
Blog

Surviving Deal Fatigue

Acquisition
External Sale
Mergers
2022 FPT Market Update Thumbnail
Webinar

2022 FPT Market Update

Acquisition
Enterprise Growth
External Sale
Beyond Size and AUM: Qualities of an Exceptional Buyer Thumbnail
Webinar

Beyond Size and AUM: Qualities of an Exceptional Buyer

Acquisition
Valuation & Benchmarking
Deal Structuring and Financing Your Acquisition Thumbnail
Webinar

Deal Structuring and Financing Your Acquisition

Acquisition
Deal Structure & Documentation
Exit Planning
The Four Greatest Opportunities for Financial Advisors Thumbnail
Blog

The Four Greatest Opportunities for Financial Advisors

Enterprise Growth
Acquisition
Sustainability
State of the Market: Outlook for Advisory Firms  Thumbnail
Webinar

State of the Market: Outlook for Advisory Firms

Exit Planning
Acquisition
Valuation & Benchmarking
Shared Risk/Shared Reward: Financing Your Deal Thumbnail
Blog

Shared Risk/Shared Reward: Financing Your Deal

Deal Structure & Documentation
Acquisition
External Sale
Top 6 Ways to Grow Your Business Thumbnail
Blog

Top 6 Ways to Grow Your Business

Enterprise Growth
Acquisition
Entity & Business Structure
The Growth Machine: A Client Success Story Thumbnail
Client Success Story

The Growth Machine: A Client Success Story

Internal Succession & Equity
Acquisition
Enterprise Growth
Mergers - A Nontraditional Growth & Acquisition Strategy Thumbnail
Blog

Mergers - A Nontraditional Growth & Acquisition Strategy

Mergers
Acquisition
Exit Planning
Structuring the Deal Thumbnail
White Paper

Structuring the Deal

Deal Structure & Documentation
Acquisition
External Sale
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
Components of a Deal Thumbnail
Blog

Components of a Deal

External Sale
Acquisition
Deal Structure & Documentation
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
The Basics You Need to Know - Book Excerpt Thumbnail
Book

The Basics You Need to Know - Book Excerpt

Valuation & Benchmarking
Acquisition
Member Resource
M&A Mid-Year Market Update (2022) Thumbnail
Blog

M&A Mid-Year Market Update (2022)

Mergers
Acquisition
Deal Structure & Documentation
2022 Market Update Thumbnail
Blog

2022 Market Update

Valuation & Benchmarking
Acquisition
Mergers
2022 Trends & Predictions from the Experts Thumbnail
Video

2022 Trends & Predictions from the Experts

Valuation & Benchmarking
Acquisition
Mergers
Addressing Capacity and Scalability for Acquisition Success Thumbnail
Webinar

Addressing Capacity and Scalability for Acquisition Success

Enterprise Growth
Acquisition
Entity & Business Structure
Inside the M&A Marketplace - November 2020 Thumbnail
Webinar

Inside the M&A Marketplace - November 2020

Exit Planning
External Sale
Acquisition
The Dangers of Napkin Negotiations Thumbnail
Blog

The Dangers of Napkin Negotiations

External Sale
Deal Structure & Documentation
Acquisition
Predatory Buyers Thumbnail
Blog

Predatory Buyers

External Sale
Deal Structure & Documentation
Acquisition
The FPT Open-Market Advantage Thumbnail
Blog

The FPT Open-Market Advantage

External Sale
Deal Structure & Documentation
Acquisition
Understanding Sell and Stay®, the Gradual Exit Plan Thumbnail
Blog

Understanding Sell and Stay®, the Gradual Exit Plan

Exit Planning
External Sale
Acquisition

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