Resources for Selling Your Practice
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.
Owner Resources
![Identifying a Successor](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Search.png?width=401&height=400&name=FPT_Search.png)
Identifying a Successor
![Building Equity Pathways](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Growth-Strategy.png?width=401&height=401&name=FPT_Growth-Strategy.png)
Building Equity Pathways
![Creating Synthetic Equity](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Network.png?width=401&height=400&name=FPT_Network.png)