Kestra Advisors

Beyond “qualified,” the right buyer understands their value and how to strategically benefit from an intended acquisition.

While price plays a role in deals, it has much more to do with the merging or acquiring entity’s vision and proposed deal terms.

Successful buyers are those willing to put in the work to prepare their business, and take care to make the transition as smooth as possible for the outgoing owner and new clients.

Watch our webinar to see to David Grau, Sr., founder of FP Transitions, discuss pivotal moments in developing your succession plan.

Taking the next steps and offering ownership opportunities to your most valuable employees can enhance growth and ensure the long-term success of your business for future generations.

Different individuals may have different priorities, but ultimately, the real aim is to work toward what is best for the company.

Determining accurate value is the starting point for any path for your business, whether it’s selling (internally or externally), acquisition, creating enhanced structures and systems, or building a powerful team.

Understanding value and monitoring it over time is the starting point for every business plan: organic growth, acquisition, succession, talent recruitment, everything.

Growth requires intentionality and a fact-based strategy. Key data points into your current practice can power the necessary insights to devise the right growth strategy for you.

Understanding how your KPIs align with your unique business goals allows you to make strategic decisions about your business.

Business growth is an ongoing and evolving goal for all business owners, including financial planners. Here are some tips to aid in expanding your financial planning business.