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Resources

Inside the M&A Marketplace - November 2020 Thumbnail
Webinar

Inside the M&A Marketplace - November 2020

Exit Planning
External Sale
Acquisition
State of the Market: Outlook for Advisory Firms  Thumbnail
Webinar

State of the Market: Outlook for Advisory Firms

Exit Planning
Acquisition
Valuation & Benchmarking
Determining Your Workweek Trajectory Worksheet Thumbnail
Worksheet

Determining Your Workweek Trajectory Worksheet

Exit Planning
Internal Succession & Equity
Sustainability
Plotting Your Exit Thumbnail
Blog

Plotting Your Exit

Exit Planning
Internal Succession & Equity
Sustainability
Which Exit is Right for You? Thumbnail
Blog

Which Exit is Right for You?

Exit Planning
Internal Succession & Equity
External Sale
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
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
Rethinking Exit Strategies Thumbnail
Webinar

Rethinking Exit Strategies

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

Understanding Sell and Stay®, the Gradual Exit Plan

Exit Planning
External Sale
Acquisition
Preparing to Sell Your Practice Thumbnail
Blog

Preparing to Sell Your Practice

External Sale
Exit Planning
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
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
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
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
A Plan for Seller's Workbook Thumbnail
Worksheet

A Plan for Seller's Workbook

External Sale
Exit Planning
Time: An Essential Element of Internal Succession Thumbnail
Roundtable Talk

Time: An Essential Element of Internal Succession

Internal Succession & Equity
Exit Planning
Sustainability
M&A and Seller Services  Thumbnail
Service Info Sheet

M&A and Seller Services

External Sale
Exit Planning
About FP Transitions
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
Why Succession (Inevitability, Responsibility, Commitment) Thumbnail
Video

Why Succession (Inevitability, Responsibility, Commitment)

Internal Succession & Equity
Exit Planning
Sustainability
The Push & Pull: Drivers of Succession Success Thumbnail
Blog

The Push & Pull: Drivers of Succession Success

Internal Succession & Equity
Exit Planning
Thriving from the Other Side of Selling Thumbnail
Blog

Thriving from the Other Side of Selling

Internal Succession & Equity
Exit Planning
Solving Valuation - Book Excerpt Thumbnail
Book

Solving Valuation - Book Excerpt

Valuation & Benchmarking
Exit Planning
Member Resource
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
Guide to Selling Your Practice Thumbnail
Service Info Sheet

Guide to Selling Your Practice

External Sale
Exit Planning
About FP Transitions
Using Multiples for Value Thumbnail
Infographic

Using Multiples for Value

Valuation & Benchmarking
Exit Planning
Continuity Partner Matching - A Benefit of EMS Thumbnail
Blog

Continuity Partner Matching - A Benefit of EMS

Continuity Planning
Exit 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
Impact of Consolidation Thumbnail
Blog

Impact of Consolidation

Internal Succession & Equity
Sustainability
Exit Planning
A Plan for Seller's Checklist Thumbnail
Checklist

A Plan for Seller's Checklist

External Sale
Deal Structure & Documentation
Exit Planning
Mergers - A Nontraditional Growth & Acquisition Strategy Thumbnail
Blog

Mergers - A Nontraditional Growth & Acquisition Strategy

Mergers
Acquisition
Exit Planning
Open Market Redemption: A Seller Case Study Thumbnail
Case Study

Open Market Redemption: A Seller Case Study

External Sale
Deal Structure & Documentation
Exit Planning
What is a Lifestyle Succession Plan? Thumbnail
Webcast

What is a Lifestyle Succession Plan?

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

Sell and Stay Strategy

Sustainability
Mergers
Exit Planning
Deal Structuring and Financing Your Acquisition Thumbnail
Webinar

Deal Structuring and Financing Your Acquisition

Acquisition
Deal Structure & Documentation
Exit Planning

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