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Posted by FP Transitions on March 29, 2018
Shared Risk / Shared Reward - Financing Your Deal
Setting up and agreeing to proper and reasonable payment terms is an essential part of the selling or acquisition process. The following questions are common for both buyer and seller when it comes to deal structuring, especially in regard to...
Posted by FP Transitions on September 27, 2017
A Focus on Reputation and Client Trust for Acquisition Success
Whole Foods has been a bastion of the organic movement since its founding in 1980. Urbanites flocked to pay top dollar for picture-perfect produce, wines curated by professional wine stewards, and abundant organic, non-GMO options to suit any number...
Posted by FP Transitions on August 14, 2017
David Grau Sr., JD on Better Conversation. Better Outcomes. Podcast
Last week our president and founder, David Grau Sr., JD, joined BMO Global Asset Management’s Better Conversations. Better Outcomes. Podcastto discuss buying or selling financial advisory practices. The 30-minute podcast explores:
- How to prepare...
Posted by FP Transitions on April 11, 2017
6 Considerations for Selling Your Business
Selling a business is overwhelming. And while there’s no getting around the complex process, negotiations, and paperwork, there are steps you can take prior to listing your business that will help to smooth the process. Being prepared means less...
Posted by FP Transitions on March 9, 2017
Your Transition Team & Nonadvocacy Support (Excerpt)
The following sections are excerpted from the book Buying, Selling, and Valuing Financial Practices by FP Transitions president and founder David Grau Sr., JD.
Let's highlight the importance of having a strong transition team in your corner as...
Posted by FP Transitions on September 27, 2016
CASE STUDY: Open Market Redemption
When it comes to finding the right buyer, the prospective buyer pool need not be large if it is filled with candidates that fit your criteria and are willing to meet your terms.
Our newest case study follows the story of one seller who was left at...
Posted by FP Transitions on August 31, 2016
NEW BOOK - Now Available
Our new book Buying, Selling, & Valuing Financial Practices - The FP Transitions M&A Guide is now available. Order your copy here, and watch the video below to find out why our President & Founder, David Grau Sr., JD decided to [literally] write...
Posted by FP Transitions on March 24, 2016
CASE STUDY: Acquisition Wrap Up
“In the acquisition marketplace, the impression you create can make or break your success. The market is competitive, the industry is tightly regulated, and decisions can be made based on intangible matching criteria and gut feeling. This is the...
Posted by FP Transitions on November 24, 2015
What's Next...[VIDEO]
We've got some exciting news for 2016: a new book!
Posted by Jeanie O'Reilly Northcutt on August 19, 2015
Gaining Peace of Mind: Tips for Selling Your Practice
After being in the financial services industry for over a decade, there is one thing I have found to be an almost universal truth: Independent financial advisors absolutely love what they do. The topic of selling is often sensitive and difficult...