Resource Library - Articles

All

Articles

Blogs

Discussions

Publications

Videos

Worksheets

All Articles Blogs Discussions Publications Videos Worksheets

All About FP Transitions Acquisition Compensation Continuity Planning Deal Structure & Documentation Enterprise Growth Entity & Business Structure Exit Planning External Sale Financing Growth Internal Succession & Equity Member Resource Mergers Next-Gen Sustainability Tax & Regulatory Issues Valuation & Benchmarking

Sustainability Cycle Infographic

Article

Read Now

Internal Succession & Equity, Sustainability, About FP Transitions

Mergers FAQ

Service Info Sheet

Read Now

Mergers, Deal Structure & Documentation, Tax & Regulatory Issues

Open Market Redemption: A Seller

Case Study

Read Now

External Sale, Exit Planning, Deal Structure & Documentation

Setting Up a Prosperous Business Structure

Article

Read Now

Compensation, Entity & Business Structure, Deal Structure & Documentation

Valuation, Price, and Lender Approvals

Article

Read Now

Valuation & Benchmarking, Deal Structure & Documentation, Member Resource

Drivers of Growth

Article

Read Now

Valuation & Benchmarking, Enterprise Growth, Member Resource

3 4 5

Join Our Email List

Get more #FPInsights delivered straight to your inbox.

Since 1999, advisors have turned to FP Transitions to identify, build, and realize their equity value. We’ve generated thousands of sustainable financial enterprises by leveraging innovation, measurable #FPInsights, and the most comprehensive benchmarking database in the industry.