FP Transitions @FPTransitions
We are transforming financial services practices into sustainable businesses with our powerhouse team of lawyers, analysts, and consultants. #FPSustainability fptransitions.com Portland, OR Joined March 2010-
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In the financial world, personal connections matter. But when it's time to sell your business, caution is key. 🔏 Read about the dangers of napkin negotiations 👉 hubs.ly/Q02vWltM0 #Mergers #Acquisitions #FinServ #FPInsights #RIA
⛵ Embarking on your first wealth management M&A deal? You're not alone. But beware of deal fatigue – it's a common challenge. 🌊 Recognize the signs early and stay smooth sailing through the process 👉hubs.ly/Q02vLM-h0 #MnA #DealFatigue #FPInsights #RIA #FinServ
What Makes a Successful Buyer? 🤝 Successful acquisitions don't happen by chance, they're crafted with strategy 🎯 Seek the right fit 👉 hubs.ly/Q02vC2Vy0 #Strategy #Acquisition #FPInsights #FinServ #ClientRetention
Not all valuations are created equal 📊 Watch Aaron Wells, CVA break down the diverse methods behind business valuation with insights from FP Transitions. Watch the on demand webinar now 👉 hubs.ly/Q02v3h4Y0 #BusinessValuation #FPInsights #FinServ #RIA #Growth
We're hitting the road once more! ✈️ Catch us at Integrated Advisors Network's Summit 2024, where our team members Marcus Hagood and David Ambrico are ready to dive into exciting discussions!👋 See you there! 🎉 #IntegratedAdvisorsNetwork #IntegratedSummit2024 #FinServ
Your clients rely on you for comprehensive planning. Just as you prepare meticulous financial plans for them, ensure your business plans are just as secure. Prioritize your continuity plan for you and your clients' future 👉hubs.ly/Q02tRb_P0 #FinServ #RIA #FPInsights
🔒 Unlock the keys to greater firm value! Join EncorEstate Plans for "Securing Tomorrow: Driving Firm Value Through Estate Planning" 🗓️ Tuesday, April 23, 2 PM ET. Don't miss out! Register now 👉hubs.ly/Q02tmYC00 #EstatePlanning #FirmValue #FinServ #RIA
Although required by the SEC, a continuity plan isn't just for you. It's for your firm, your family, your employees, AND your clients. See which of the 4 types of continuity plans is best for you 👉hubs.ly/Q02tdSRn0 #FinServ #FPInsights #RIA #Continuity #SEC
Want to take your single-owner firm to new heights? 🌱 Join Scott Leak, CFP® and Kem Taylor, CBEC to tap into your full potential and unlock the secrets to exponential growth 👉 hubs.ly/Q02t2vRq0 #FinServ #FPInsights #RIA #Growth #AdvisoryFirm
📈 Purpose 🔍 Perspective 👔 Premise When it comes to getting your annual valuation, these three points are crucial. But first, you have to understand your "why?" What's your "why?" 👉 hubs.ly/Q02sthXR0 #Valuation #FinServ #RIA #IAR #FPInsights
Maximizing your business potential is about making informed decisions at every turn. 💼 Don't leave your success to chance - read about our tips for increasing your firm's value 👉 hubs.ly/Q02sspQ90 #FPInsights #StrategicGrowth #MaximizeValue #FinServ #RIA
What's the value of your practice? 📈 Read about one valuation methodology that could be used in your valuation 👉hubs.ly/Q02sj23Y0 #Advisors #EquityValue #BusinessValuation #FPInsights #FinServ
Looking to build your team? 👔 Remember, it's not just about filling a role, but finding the perfect fit for your business's culture and future. Elevate your recruiting 👉hubs.ly/Q02rRw6s0 #RecruitmentStrategy #Talent #FinServ #RIA #FPInsights
What Makes a Successful Buyer? 🤝 There are three key parts of this process: The first is about laying a solid foundation. Read more about the other two 👉 hubs.ly/Q02rKLpg0 #Mergers #Acquisition #FPInsights #FinServ #RIA
Many advisors may think getting their valuation is a one-time task. Getting your annual valuation is like a compass, guiding you to your goals. 🎯 Check our our valuation services here 👉 hubs.ly/Q02rytDz0 #Valuation #FPInsights #FinServ #RIA #WealthManagement
Ready for a gradual exit plan? ➡️ Consider Sell and Stay®. Perfect for those seeking a solution to operational burnout, illness, or simply easing into retirement. See if it'd work for you 👉 hubs.ly/Q02r3VFX0 #SellAndStay #ExitStrategy #FinServ #FPInsights #RIA
Have you heard the news? 📰 Keep an eye out for three key changes impacting ownership transparency and employment/contractor agreements. 🔍 Read about them in our new blog 👉hubs.ly/Q02qYK8c0 Need guidance? 👉 hubs.ly/Q02qYLqH0 #Legal #RIA #FinServ #FPInsights
Looking to expand your advisory business? 📈 While acquiring is a popular route, there are alternative strategies worth considering. 🔍 Explore the other options in our latest blog 👉hubs.ly/Q02qQnfl0 #Continuity #Mergers #Equity #FPInsights FinServ
💼 Today's landscape is filled with endless opportunities - and challenges. Stay ahead by identifying and strategizing to tackle key issues head-on. Learn about the top four challenges shaping our industry today 👉 hubs.ly/Q02qjQ380 #FPInsights #RIA #Growth #Succession
Scott Leak, CFP® breaks down exactly why FP Transitions is the choice of thousands of independent financial advisors. Ready to chat? 👉hubs.ly/Q02q9cKl0 #FPInsights #MnAPlaybook #FinServ #RIA #FinancialAdvisors
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@PaulaHarris @MichaelKitces @FPTransitions Thanks Paula, that means a lot. The process with @FPTransitions has been really interesting, revealing - and motivating. I'm excited to continue to dig in with them.
Serving and Selling to the Women Left Behind ow.ly/O6Gu50Pekzg @FPTransitions
Creating Meaningful Succession Planning ow.ly/MZOg50Pgs1S @FPTransitions
The Current Open Mergers and Acquisitions Market ow.ly/Jgbb50PiPpI @FPTransitions #M&A
FP Transitions & Oak Street Funding: Collaborating for the Client ow.ly/93UC50Poho6 @FPTransitions @OSFunding
Compensation is key to advisory firm profitability and growth, and getting it right involves having the right data, says Aaron Wells. Sponsored by @FPTransitions wealthmanagement.com/wealthmanageme…
Rising interest rates haven't chilled the still hot advisory M&A market, says Chief Financial Officer Eric Leeper, who sees more interest among younger owners. Sponsored by @FPTransitions wealthmanagement.com/wealthstack/cu…
@FPTransitions Thanks for helping me exit. Jeanne was great!
.@FPTransitions highlights key areas buyers and sellers should focus on as they approach a merger. They write, "Today’s winning offers come from a place of alignment in vision and a deeper fundamental understanding of each other’s business." @advisorpedia advisorpedia.com/growth/ready-t…
.@FPTransitions highlights key areas buyers and sellers should focus on as they approach a merger. They write, "Today’s winning offers come from a place of alignment in vision and a deeper fundamental understanding of each other’s business." @advisorpedia advisorpedia.com/growth/ready-t…
NEW episode of @orionwealthtech's The Weighing Machine Podcast is live! Join @RustyVanneman and Robyn Murray as they talk with Eric Godes, Senior Vice President and Senior Consultant at @FPTransitions. Full episode available now: open.spotify.com/show/7k80G94zq…
This week we talk to Eric Godes, who is a Senior Consultant and SVP at @FPTransitions about the latest trends in M&A among financial advisors. We also drill down into internal succession plans. A former colleague, Eric knows his stuff. Listen here: apple.co/3Jyv1Hl
Latest episode of @orionwealthtech's The Weighing Machine Podcast: The Foundation of a Successful Succession Plan with Eric Godes, Senior Vice President and Senior Consultant at @FPTransitions Listen to the full conversation: open.spotify.com/show/7k80G94zq…
On this week's episode of @orionwealthtech's The Weighing Machine Podcast, Eric Godes, SVP and Senior Consultant at @FPTransitions, speaks about the foundation of a successful succession plan, the compensation structure, and finding the right partner. open.spotify.com/show/7k80G94zq…
"Succession planning is a thoughtful, well-planned transition from one generation to the next. It doesn't happen at the moment, but it's usually a lengthy process." - Eric Godes, @FPTransitions @orionwealthtech's The Weighing Machine Podcast: open.spotify.com/show/7k80G94zq…
James Fisher of @FPTransitions shares the main criteria that financial advisors should start with when considering any M&A deal. #mergersandacquisitions #successionplanning #financialadvisors trib.al/lGyLmod
James Fisher of @FPTransitions explains why most experts view economic turmoil as making only a muted impact on dealmaking volume in the industry. #wealthmanagement #practicemanagement #RIAS trib.al/UoWcf6d
The director of business growth at @FPTransitions, @ScottLeak, explains how focusing on talent, operational efficiency, sustainability and the client experience will set your practice up for success. WATCH | bit.ly/3JCpdfR youtube.com/watch?v=cTUorF…
What’s the secret to advisor growth? Scott Leak, Director of Business Growth at @FPTransitions, explains how focusing on talent, operational efficiency, sustainability and the client experience will set your practice up for success >> spr.ly/6011O8tIh #RIAEdge
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