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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

10 Steps to Buying a Practice

Article

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Acquisition, Deal Structure & Documentation, Member Resource

Using Bank Financing to Expand Your Options

Article

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Internal Succession & Equity, Deal Structure & Documentation

Practice Emergency Plan FAQ

Article

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Continuity Planning, Deal Structure & Documentation

Transaction Support

Service Info Sheet

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External Sale, Deal Structure & Documentation, About FP Transitions

Selling Your Practice: One Chance to Do it Right

Case Study

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External Sale, Exit Planning, Deal Structure & Documentation

Mergers FAQ

Service Info Sheet

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Mergers, Deal Structure & Documentation, Tax & Regulatory Issues

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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.