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About FP Transitions
Acquisition
Client Experience
Compensation
Continuity Planning
Deal Structure & Documentation
Enterprise Growth
Entity & Business Structure
Exit Planning
External Sale
Financing
Growth
Internal Succession & Equity
Marketing
Member Resource
Mergers
Next-Gen
Sustainability
Tax & Regulatory Issues
Valuation & Benchmarking
Continuity is Not Succession
Blog
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Continuity Planning,
Internal Succession & Equity,
Sustainability
Protecting Business Value and Advisor Tenure WITHOUT Non-Competes: A Look at the FTC Ruling
Blog
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Compensation,
Client Experience
What You Need to Know About the New FTC Non-Compete Ban
Blog
Read More
Compensation,
Client Experience
The Biggest "What-Ifs" of Internal Succession Planning
Blog
Read More
Internal Succession & Equity,
Next-Gen,
Sustainability,
Growth
Considering Key Stakeholders
Blog
Read More
Acquisition,
Deal Structure & Documentation,
Mergers
Legal Updates 2024: What They Mean for You and Your Business
Blog
Read More
Tax & Regulatory Issues
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