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Resources

Targeted Growth Solutions for Financial Advisors Thumbnail
eBook

Targeted Growth Solutions for Financial Advisors

Enterprise Growth
Internal Succession & Equity
Sustainability
Virtual Meetings: Navigating the Tools Thumbnail
Video

Virtual Meetings: Navigating the Tools

Enterprise Growth
About FP Transitions
Virtual Meetings: Looking Your Best Thumbnail
Video

Virtual Meetings: Looking Your Best

Enterprise Growth
About FP Transitions
The Three Pillars of a Successful Advisory Business Thumbnail
Blog

The Three Pillars of a Successful Advisory Business

Enterprise Growth
Entity & Business Structure
Compensation
The Four Greatest Opportunities for Financial Advisors Thumbnail
Blog

The Four Greatest Opportunities for Financial Advisors

Enterprise Growth
Acquisition
Sustainability
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
Top 6 Ways to Grow Your Business Thumbnail
Blog

Top 6 Ways to Grow Your Business

Enterprise Growth
Acquisition
Entity & Business Structure
How Enterprise Consulting Works: Program Flow Thumbnail
Service Info Sheet

How Enterprise Consulting Works: Program Flow

Enterprise Growth
Sustainability
Internal Succession & Equity
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
Advanced Strategies for Balancing Growth & Profitability Thumbnail
Webcast

Advanced Strategies for Balancing Growth & Profitability

Enterprise Growth
Internal Succession & Equity
Next-Gen
Defining Your Enterprise: Taking Stock & Moving Forward Thumbnail
Blog

Defining Your Enterprise: Taking Stock & Moving Forward

Enterprise Growth
Entity & Business Structure
5 Common Compliance Mistakes Thumbnail
Blog

5 Common Compliance Mistakes

Enterprise Growth
Tax & Regulatory Issues
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
A Green Paper for Financial Advisors Thumbnail
Blog

A Green Paper for Financial Advisors

Enterprise Growth
Internal Succession & Equity
Sustainability
Addressing Capacity and Scalability for Acquisition Success Thumbnail
Webinar

Addressing Capacity and Scalability for Acquisition Success

Enterprise Growth
Acquisition
Entity & Business Structure
Leveraging Key Performance Indicators for Success Thumbnail
Video

Leveraging Key Performance Indicators for Success

Enterprise Growth
Valuation & Benchmarking
(Tech) Stacked for Growth Thumbnail
Blog

(Tech) Stacked for Growth

Enterprise Growth
Sustainability
Wealth Management Foundations for Intentional Grwoth Thumbnail
Webinar

Wealth Management Foundations for Intentional Grwoth

Enterprise Growth
Sustainability
Valuation & Benchmarking
Buyer Benefits of Sell and Stay® Transactions Thumbnail
Blog

Buyer Benefits of Sell and Stay® Transactions

Acquisition
Enterprise Growth
Deal Structure & Documentation
Organizational Structure Thumbnail
Webcast

Organizational Structure

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

Maximizing Business Growth Through Benchmarking

Valuation & Benchmarking
Enterprise Growth
Sustainability
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
Top 10 Drivers of Business Value Thumbnail
Blog

Top 10 Drivers of Business Value

Valuation & Benchmarking
Enterprise Growth
Sustainability
6 Steps to Creating an Effective Continuity Plan Thumbnail
Blog

6 Steps to Creating an Effective Continuity Plan

Continuity Planning
Enterprise Growth
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
Value Beyond Growth And Selling Thumbnail
Roundtable Talk

Value Beyond Growth And Selling

Valuation & Benchmarking
Enterprise Growth
External Sale
Business Factors Supporting Growth & Resilience Thumbnail
Blog

Business Factors Supporting Growth & Resilience

Sustainability
Enterprise Growth
Valuation & Benchmarking
10 Reasons to Professionally Value Your Business Thumbnail
Blog

10 Reasons to Professionally Value Your Business

Valuation & Benchmarking
Enterprise Growth
External Sale
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
Closing the Succession Gap Thumbnail
Blog

Closing the Succession Gap

Internal Succession & Equity
Enterprise Growth
Next-Gen
Drivers of Growth Thumbnail
Article

Drivers of Growth

Valuation & Benchmarking
Enterprise Growth
Member Resource
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
Setting Up an Entity: Elections + Timelines Thumbnail
Roundtable Talk

Setting Up an Entity: Elections + Timelines

Entity & Business Structure
Enterprise Growth
Tax & Regulatory Issues
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
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
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
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
Acquisition Tips Thumbnail
Video

Acquisition Tips

Acquisition
Enterprise Growth
Deal Structure & Documentation
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
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
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 FPT Market Update Thumbnail
Webinar

2022 FPT Market Update

Acquisition
Enterprise Growth
External Sale
KPIs of Running a Successful Advisory Business Thumbnail
Webinar

KPIs of Running a Successful Advisory Business

Valuation & Benchmarking
Enterprise Growth
Entity & Business Structure
Structuring Ownership Compensation Thumbnail
Blog

Structuring Ownership Compensation

Compensation
Internal Succession & Equity
Enterprise Growth
Preparing Yourself (and Your Boss) for Ownership Thumbnail
Blog

Preparing Yourself (and Your Boss) for Ownership

Next-Gen
Sustainability
Enterprise Growth
Estimating Value Based on Recurring Revenue Thumbnail
Article

Estimating Value Based on Recurring Revenue

Valuation & Benchmarking
Deal Structure & Documentation
Enterprise Growth
Harnessing the Power of Mergers Thumbnail
Blog

Harnessing the Power of Mergers

Mergers
Internal Succession & Equity
Enterprise Growth
The Next-Generation Opportunity Thumbnail
Roundtable Talk

The Next-Generation Opportunity

Next-Gen
Internal Succession & Equity
Enterprise Growth
Next-Gen Impact Thumbnail
Blog

Next-Gen Impact

Next-Gen
Internal Succession & Equity
Enterprise Growth
Synthetic Equity - April 2020 Thumbnail
Webcast

Synthetic Equity - April 2020

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

The Synergy of Multigenrational Ownership

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

Structure, Sustainability, and Acquisition Strategy

Acquisition
Sustainability
Enterprise Growth
The Growth Machine: A Client Success Story Thumbnail
Client Success Story

The Growth Machine: A Client Success Story

Internal Succession & Equity
Acquisition
Enterprise Growth
Your Catalyst for Growth: Focus on Your Team Thumbnail
Blog

Your Catalyst for Growth: Focus on Your Team

Sustainability
Next-Gen
Enterprise Growth
Ship vs. Liferaft: What are You Building? Thumbnail
Blog

Ship vs. Liferaft: What are You Building?

Entity & Business Structure
Sustainability
Enterprise Growth
Technology and Value Thumbnail
Blog

Technology and Value

Valuation & Benchmarking
Sustainability
Enterprise Growth
Valuation Services Thumbnail
Service Info Sheet

Valuation Services

Valuation & Benchmarking
About FP Transitions
Enterprise Growth
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
8 Considerations for Your Merger Strategy Thumbnail
Blog

8 Considerations for Your Merger Strategy

Mergers
Deal Structure & Documentation
Enterprise Growth
Creative Acquisition Approaches Thumbnail
Blog

Creative Acquisition Approaches

Acquisition
Sustainability
Enterprise Growth
Continuity Planning White Paper  Thumbnail
White Paper

Continuity Planning White Paper

Continuity Planning
Deal Structure & Documentation
Enterprise Growth
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
Acquisition Case Study Thumbnail
Case Study

Acquisition Case Study

Acquisition
External Sale
Enterprise Growth
A New Goal for a New Generation Thumbnail
Blog

A New Goal for a New Generation

Next-Gen
Internal Succession & Equity
Enterprise Growth
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
4 Tips for Building a Strong Foundation Thumbnail
Blog

4 Tips for Building a Strong Foundation

Sustainability
Entity & Business Structure
Enterprise Growth

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