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Posted by FP Transitions on August 26, 2024
Addressing Capacity to Combat Stagnated Growth
There comes a point for many wealth management businesses where they find that though they have grown successfully over the years and increased their value leaps and bounds, they are a unable to move the needle in the increments they’re used to. The...
Posted by FP Transitions on July 10, 2024
Protecting Business Value and Advisor Tenure WITHOUT Non-Competes: A Look at the FTC Ruling
In late April, the Federal Trade Commission voted to finalize their Non-Compete Rule which prohibits the inclusion or enforcement of non-compete clauses in employment agreements in the United States. The rule is currently set to go into effect on...
Posted by FP Transitions on July 10, 2024
What You Need to Know About the New FTC Non-Compete Ban
In late April, the FTC voted to finalize and promulgate their Non-Compete Rule which prohibits the inclusion or enforcement of non-compete clauses in most employment agreements. Industry experts from FP Transitions and Key Bridge Compliance sat down...
Posted by FP Transitions on May 8, 2024
Considering Key Stakeholders
ARE YOU CONSIDERING THESE IMPORTANT STAKEHOLDERS IN YOUR TRANSACTION?
Finding the right transaction partner, and executing a potentially complicated and emotional transition, can attract most of the consideration in an M&A deal. It’s important to...
Posted by FP Transitions on January 12, 2023
(Tech) Stacked for Growth
Growth can be enabled – or hindered – by your technology. And not only that, but it can also seriously erode your profit margin if it costs you clients, requires constant fixing, or slows down cross-department collaboration. But here’s the thing:...