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

Buyers in the Marketplace

Article

Read Now

External Sale, Deal Structure & Documentation, Member Resource

Valuation Methodology: Income Approach

Article

Read Now

Valuation & Benchmarking, Internal Succession & Equity, Enterprise Growth

How Enterprise Consulting Works: Program Flow

Service Info Sheet

Read Now

Internal Succession & Equity, Enterprise Growth, Sustainability

Sell and Stay®: A Unique Path for Unique Goals

Article

Read Now

External Sale, Exit Planning, Deal Structure & Documentation

Sell and Stay®: A Diverse Deal Structure

Article

Read Now

External Sale, Exit Planning, Deal Structure & Documentation

The Case Against Revenue Splits

Article

Read Now

Continuity Planning, Compensation

4 5 6

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.