Whether you are seeking to sell your practice, gradually exit or explore growth through merging with another firm, the ultimate key to success is to be prepared. The M&A landscape offers a multitude of possibilities to maximize the value you have painstakingly built, and our experts are here to help you navigate through it all.
Explore these curated resources surrounding M&A and how to unlock the full potential of your business.
Watch Fred Hanish's Story
A former client-turned-employee, Fred was a co-owner of a fee-only RIA. While an advisor, Fred and his management team worked with FP Transitions to resolve several key objectives. Over his last few years as an advisor, Fred endured a number of succession and transition planning course corrections. As an FP Transitions Consultant, Fred remains a vocal advocate and wise resource for advisors seeking their optimal succession path.
