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Posted by FP Transitions on June 28, 2022
Surviving Deal Fatigue
Despite the continued surge of wealth management M&A activity, one surprising fact remains: most of these market participants are engaging in a transaction for the very first time. While there are aggregators and larger RIAs that will continue to...
Posted by FP Transitions on June 8, 2022
M&A Mid-Year Update
We just got back from Fort Lauderdale where we spoke at the WealthStack RIAEdge conference for WealthManagement.com. James Fisher, FP Transitions’ Vice President of M&A spoke with several advisors onsite. We wanted to take some of the questions...
Posted by FP Transitions on April 11, 2022
Top 6 Ways to Grow Your Business
Business growth is a never-ending, and ever-changing objective of all business owners; financial planners included. While the lingering social effects of the pandemic and the challenges of upscaling during the Great Resignation/ Reshuffle can make...
Posted by FP Transitions on August 31, 2021
Leveraging the FPT Open-Market Advantage
When it's time to sell your financial advisory practice, knowing the value of your business is just as important as finding the right buyer. But as you begin exploring your options, determining who will be the right buyer to take over your business...
Posted by FP Transitions on August 20, 2021
Debunking Five M&A Myths
During our 2021 Mid-year Market Update, in addition to up-to-date transaction data and trends, our experts, M&A Director James Fisher, JD and CEO Brad Bueermann, explored some myths and misconceptions about the current M&A marketplace.
The problem...
Posted by FP Transitions on July 30, 2020
Considering Key Staff During the Sale of Your Business
It’s hard to keep secrets in a small office. The rooms are tight, the walls are thin, and it’s just a matter of time before everyone knows everyone else’s business. Even when an owner has quietly decided to sell their practice, they should assume...
Posted by FP Transitions on July 22, 2020
Buyer Benefits of a Sell and Stay® Transaction
The Sell and Stay® approach to selling a financial services business was developed by the professionals at FP Transitions to fulfill the preference of many sellers to gradually exit the business by giving up their ownership obligations while...
Posted by FP Transitions on April 30, 2020
Offers in the Mail
For many financial advisors, it has become commonplace to receive unsolicited offers in the mail. The offers to buy practices usually promise a competitive valuation and purchase price, great terms and future opportunities, and are backed by...
Posted by FP Transitions on June 12, 2019
Components of a Deal
Whether you are buying or selling, it is important to understand what is being bought and sold and what expectations both the buyer and seller have of each other. Absent these details, it is difficult, if not impossible, to determine if an offer is...
Posted by FP Transitions on November 9, 2018
If At First You Don't Succeed...
In 1953, a start-up business called the Rocket Chemical Company and its staff of three set out to create a line of rust-prevention solvents and degreasers. Toiling in a small lab in San Diego, California, they set about to create a “water...
Posted by FP Transitions on August 22, 2018
How to Craft a Winning Acquisition Inquiry
The wealth management M&A arena is extremely competitive. Sometimes it seems like just about everyone is racing to buy a business. On average, our marketplace sees over 50 inquiries for every acquisition opportunity listed. That number can be...
Posted by FP Transitions on August 8, 2018
Alternatives to a Traditional Acquisition
One of the fastest ways for an advisor to grow their business is to acquire another advisor’s book of business. Most advisors see this “traditional acquisition” route as a quick and easy way to increase their revenue and managed assets, but if...