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M&A Process Overview

In this video Scott Leak, CFP®, CEPA®, Director of Business Development & Senior Consultant at FP Transitions, shares how buyers can successfully acquire an advisory business listed on FP Transitions’ Open Marketplace. The M&A landscape is thriving, and we’re asked daily: How do you buy an advisory business? Whether you're looking to expand through acquisition or find the right partnership, our streamlined process ensures the best fit for both buyers and sellers.

How it Works

 

1. Sign Up & Stay Informed

Create a free membership on the FP Transitions website.
Subscribe to our email list to get notified when a new business becomes available.

2. Express Interest

Browse available businesses and review their criteria. If you're a match, click "Inquire Now" and complete a buyer profile — your chance to showcase your strengths.

3. Selection & Matching

We analyze all inquiries using a quantitative and qualitative approach to match the top buyers with the seller’s preferences. Sellers receive a curated list of the most aligned candidates.

4. Finalizing the Deal

Shortlisted buyers sign an NDA and engage in seller discussions. After evaluations and offers, legal documentation is drafted, leading to a finalized transaction.
 

 

Why FP Transitions?

 

Largest M&A Marketplace – Over 100 M&A transactions facilitated annually.


Expert Guidance – Backed by 25+ years of experience in business valuation and succession planning.


Data-Driven Selection – Ensuring the best match through strategic analysis.


Transparent Process – Track deal status like a Domino’s Pizza Tracker – from inquiry to offer acceptance.

Looking to Evaluate your Acquisition Readiness?

At any moment there are hundreds of prospective buyers competing for acquisition opportunities. But only a fraction of these are qualified buyers. Qualified buyers meet the criteria of the seller, have the financial capability to purchase the business, and have the capacity to take on the acquired assets and clients. They also have an understanding of the M&A process and can craft a compelling letter of inquiry. In short, qualified buyers have Acquisition Readiness. 

Start Assessment

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