Login
About
Team
Corporate Partnerships
Client Success Stories
Careers
Contact Us
Advisor Services
Enterprise Consulting
M&A Support + Seller Services
Merger Services
Transaction Support
Valuation Services
Equity Management Solutions®
Continuity Planning
EquityBuilder™ Benchmarking
Continuity Partner Matching
Practices for Sale
Resources
Resource Library
Blog
Videos + Webcasts
Our Books
News
Events
Recent Press
Speaking Opportunities
Membership
Resources
Roundtable Talk
The Benefits of Proper Entity Strcuture
Sustainability
Enterprise Growth
Member Resource
Webcast
The Sustainability Challenge
Sustainability
Internal Succession & Equity
Compensation
Blog
Entrepreneurs Need Intrapreneurs
Sustainability
Next-Gen
Internal Succession & Equity
Blog
Your Catalyst for Growth: Focus on Your Team
Sustainability
Next-Gen
Enterprise Growth
Blog
Business Factors Supporting Growth & Resilience
Sustainability
Enterprise Growth
Valuation & Benchmarking
Blog
Sell and Stay Strategy
Sustainability
Mergers
Exit Planning
Blog
4 Tips for Building a Strong Foundation
Sustainability
Entity & Business Structure
Enterprise Growth
Blog
Addressing Sustainability One Step at a Time
Sustainability
Enterprise Growth
Article
Remodeling Cash Flow
Compensation
Sustainability
Blog
Preparing Yourself (and Your Boss) for Ownership
Next-Gen
Sustainability
Enterprise Growth
White Paper
Synthetic Equity: An Innovative Approach to Compensation
Internal Succession & Equity
Sustainability
Next-Gen
Blog
Impact of Consolidation
Internal Succession & Equity
Sustainability
Exit Planning
White Paper
Transforming Your Practice Into a Business
Entity & Business Structure
Sustainability
Compensation
Blog
Controlling What You Can, Learning from What You Can't
Enterprise Growth
Sustainability
Tax & Regulatory Issues
Blog
Structure, Sustainability, and Acquisition Strategy
Acquisition
Sustainability
Enterprise Growth
Blog
Ship vs. Liferaft: What are You Building?
Entity & Business Structure
Sustainability
Enterprise Growth
Service Info Sheet
How Enterprise Consulting Works: Program Flow
Enterprise Growth
Sustainability
Internal Succession & Equity
Webcast
Cultivating Talent Through Culture: Recruit & Retain Your Next-Gen Team
Next-Gen
Sustainability
Blog
Technology and Value
Valuation & Benchmarking
Sustainability
Enterprise Growth
Infographic
Sustainability Cycle Infographic
Internal Succession & Equity
Sustainability
About FP Transitions
Webcast
What is a Lifestyle Succession Plan?
Internal Succession & Equity
Sustainability
Exit Planning
Book
Succession Planning for Financial Advisors
Internal Succession & Equity
Sustainability
Next-Gen
Blog
Creative Acquisition Approaches
Acquisition
Sustainability
Enterprise Growth
Blog
Aligning Ownership Priorities for Success
Internal Succession & Equity
Sustainability
Next-Gen
Blog
How to Build the Best Continuity Plan for You
Continuity Planning
Sustainability
Internal Succession & Equity
Blog
(Tech) Stacked for Growth
Enterprise Growth
Sustainability
Webinar
Wealth Management Foundations for Intentional Grwoth
Enterprise Growth
Sustainability
Valuation & Benchmarking
eBook
Targeted Growth Solutions for Financial Advisors
Enterprise Growth
Internal Succession & Equity
Sustainability
Blog
Key Successor Traits
Internal Succession & Equity
Next-Gen
Sustainability
Webcast
Organizational Structure
Entity & Business Structure
Enterprise Growth
Sustainability
Webinar
Recruit and Retain Next-Generation Talent - October 2020
Internal Succession & Equity
Next-Gen
Sustainability
Blog
Maximizing Business Growth Through Benchmarking
Valuation & Benchmarking
Enterprise Growth
Sustainability
Blog
Monitoring the Health of Your Business with Annual Checkups
Valuation & Benchmarking
Enterprise Growth
Sustainability
Blog
G2 Perspectives: Advice for Next-Generation Owners
Next-Gen
Internal Succession & Equity
Sustainability
Blog
The Four Greatest Opportunities for Financial Advisors
Enterprise Growth
Acquisition
Sustainability
Blog
Top 10 Drivers of Business Value
Valuation & Benchmarking
Enterprise Growth
Sustainability
White Paper
Lifestyle Succession Plan
Internal Succession & Equity
Exit Planning
Sustainability
Worksheet
G2 Ownership Readiness Assessment Worksheet
Next-Gen
Internal Succession & Equity
Sustainability
Worksheet
Determining Your Workweek Trajectory Worksheet
Exit Planning
Internal Succession & Equity
Sustainability
Roundtable Talk
Time: An Essential Element of Internal Succession
Internal Succession & Equity
Exit Planning
Sustainability
Blog
Plotting Your Exit
Exit Planning
Internal Succession & Equity
Sustainability
Video
Why Succession (Inevitability, Responsibility, Commitment)
Internal Succession & Equity
Exit Planning
Sustainability
Blog
The Perfect Fit
Acquisition
External Sale
Sustainability
Roundtable Talk
Building the Team: A Roundtable Talk with Colleen Jordan Hallinan
Exit Planning
Enterprise Growth
Sustainability
Client Success Story
Succession Success: A Client Success Story
Internal Succession & Equity
Next-Gen
Sustainability
Roundtable Talk
The Process: A Roundtable Talk with Colleen Jordan Hallinan
Exit Planning
Enterprise Growth
Sustainability
Blog
Is Your Business Ready for the Road Ahead?: Strategies for Organizational Growth
Entity & Business Structure
Enterprise Growth
Sustainability
Blog
A Green Paper for Financial Advisors
Enterprise Growth
Internal Succession & Equity
Sustainability
Blog
Enhancing Successor Traits as a Woman in Wealth
Next-Gen
Internal Succession & Equity
Sustainability
Blog
Maximizing Key Drivers for Business Revenue and Growth
Valuation & Benchmarking
Internal Succession & Equity
Sustainability
Blog
Applying Our Own Advice to Ourselves, Not Just Our Clients
Continuity Planning
Internal Succession & Equity
Sustainability
Blog
Key Performance Indicators (KPIs) - What and How To Leverage
Valuation & Benchmarking
Enterprise Growth
Sustainability
Webinar
More Than a Continuity Requirement
Continuity Planning
Internal Succession & Equity
Sustainability
Don’t see what you’re looking for? Use the search bar or topic list to to find more resources
Back to top
View All
Search Resources:
Search
Clear
Topics
All Topics
Valuation & Benchmarking
Continuity Planning
Acquisition
External Sale
Exit Planning
Internal Succession & Equity
Compensation
Mergers
Next-Gen
Entity & Business Structure
Enterprise Growth
Sustainability
Deal Structure & Documentation
Tax & Regulatory Issues
About FP Transitions
Member Resource
Growth
Client Experience
Marketing
/Resource%20Library%20Images%20-%20OLD.png?width=300&height=560&name=Resource%20Library%20Images%20-%20OLD.png)
%20May%202019/impact_resourcethumb.jpg)
%20Stacked%20for%20Growth/Resource%20Library%20Image%20-%20OLD.png?width=300&height=560&name=Resource%20Library%20Image%20-%20OLD.png)
