Legal Updates 2024: What They Mean for You and Your Business
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Fireside Chat - M&A: The Framework for a Successful Transition and Integration -
We provide advice and expertise to independent advisors who seek to identify, build and realize their equity value.
Membership program designed to support advisors on their journey for protecting, growing and transforming their business.
Explore the list of financial services practices currently listed on the FPT Open Market.
We provide advice and expertise to independent advisors who seek to identify, build and realize their equity value.
Membership program designed to support advisors on their journey for protecting, growing and transforming their business.
Explore the list of financial services practices currently listed on the FPT Open Market.
Our Services
Blog
Topics:
Tax & Regulatory Issues
Fireside Chat
Topics:
Acquisition,
External Sale,
Exit Planning,
Mergers,
Deal Structure & Documentation
eBook
Topics:
Internal Succession & Equity,
Next-Gen,
Financing
Video
Topics:
Valuation & Benchmarking,
Sustainability,
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Blog
Topics:
Internal Succession & Equity,
Next-Gen,
Sustainability
M&A Playbook
Topics:
Acquisition,
External Sale,
Deal Structure & Documentation
Blog
Topics:
Acquisition,
External Sale,
Exit Planning,
Mergers,
Entity & Business Structure
Offering:#24-481
Location:Chicago
Revenue: $997,974.8
Assets:$84,803,800
Accepting Inquiries
Offering:#24-481
Location:Chicago
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Accepting Inquiries
Offering:#24-480
Location:Southeast
Revenue: $1,178,013.93
Assets:$109,279,631
Accepting Inquiries
Offering:#24-480
Location:Southeast
Revenue: $1,178,013.93
Assets:$109,279,631
Accepting Inquiries
Offering:#24-479
Location:Colorado
Revenue: $1,420,159
Assets:$150,000,000
Accepting Inquiries
Offering:#24-479
Location:Colorado
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Assets:$150,000,000
Accepting Inquiries
Offering:#24-478
Location:Colorado
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Accepting Inquiries
Offering:#24-478
Location:Colorado
Revenue: $314,822.64
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Accepting Inquiries
Offering:#24-477
Location:California
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Accepting Inquiries
Offering:#24-477
Location:California
Revenue: $317,940
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Accepting Inquiries
Offering:#23-476
Location:Santa Clara County, CA
Revenue: $154,175
Assets:$23,083,518.3
Accepting Inquiries
Offering:#23-476
Location:Santa Clara County, CA
Revenue: $154,175
Assets:$23,083,518.3
Accepting Inquiries
Offering:#23-474
Location:San Diego, California
Revenue: $613,493
Assets:$98,517,024
Accepting Inquiries
Offering:#23-474
Location:San Diego, California
Revenue: $613,493
Assets:$98,517,024
Accepting Inquiries
Offering:#23-467
Location:Northeast
Revenue: $5,600,000
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Accepting Inquiries
Offering:#23-467
Location:Northeast
Revenue: $5,600,000
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Accepting Inquiries
Offering:#23-465
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Accepting Inquiries
Offering:#23-465
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Revenue: $176,605
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Accepting Inquiries
Offering:#23-445
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Accepting Inquiries
Offering:#23-445
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Accepting Inquiries
Offering:#23-440
Location:Western US
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Accepting Inquiries
Offering:#23-440
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Revenue: $5,300,000
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Accepting Inquiries
Offering:#23-473
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Interviewing Finalists
Offering:#23-473
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Interviewing Finalists
Offering:#23-472
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Interviewing Finalists
Offering:#23-472
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Interviewing Finalists
Offering:#23-468
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Interviewing Finalists
Offering:#23-468
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Interviewing Finalists
Offering:#23-453
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Interviewing Finalists
Offering:#23-453
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Interviewing Finalists
Offering:#23-448
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Interviewing Finalists
Offering:#23-448
Location:National Client Base- Chicago
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Interviewing Finalists
Offering:#23-441
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Interviewing Finalists
Offering:#23-441
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Interviewing Finalists
Offering:#23-459
Location:Northeast
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Reviewing Offers
Offering:#23-459
Location:Northeast
Revenue: $3,300,000
Assets:$600,000,000
Reviewing Offers
Partnering with FP Transitions has been an exceptional experience. Right from the start, their consultants' friendly demeanor and unwavering support made the acquisition process smooth sailing. Their depth of knowledge and expertise shone through in every interaction, presenting opportunities that perfectly aligned with my needs and aspirations. Their professionalism has been consistently impressive, and collaborating with them over the past few years has been a true pleasure.
Six years ago, we teamed up with FP Transitions to craft a succession blueprint for our company. Today, we're thrilled to be executing our fourth series of transitions to the next wave of owners. The integrated expertise of FP Transitions, encompassing Consulting, Valuation, Analytics, and Legal services, has consistently streamlined the process, ensuring each handover is a success.
Transitioning from a major broker dealer to acquiring four books of business and establishing an independent office was quite the challenge, especially when it came to dealing with all the legal documentation. Thankfully, FP Transitions was there every step of the way, providing us with invaluable guidance and support to build a solid foundation for our new venture. It's impressive how, in just 6 months, FP's internal legal team managed to draft 54 legal documents tailored precisely to our needs. Partnering with FP significantly reduced our risk, especially with the flexible earnout purchase model based on revenue. The experience taught us the importance of thorough education and meticulous documentation, making our transition smoother and more secure, all thanks to the expertise and assistance of FP Transitions.
For several years, FP Transitions has been an invaluable collaborator, guiding us through numerous business shifts. Their expertise ranges from providing a comprehensive business valuation analysis, onboarding G2 advisors, to crafting succession plans. Our discussions with FP Transitions consistently result in actionable insights that drive our business planning and growth. We deeply value our partnership with FP Transitions and their exceptional team.
I want to compliment the FP Transitions team for their exceptional EMS™ Program! I simply must commend the team for curating an abundance of highly useful exclusive resources. Thank you, FP Transitions, for being a powerful and positive force in our industry. The depth and quality of their resources have truly transformed how we approach our work. Their commitment to excellence is evident and greatly appreciated.
Nearly a decade ago, we engaged FP Transitions with a clear goal in mind: to accurately value our practice and lay the foundation for the transition of ownership. Their guidance was invaluable. From the beginning, they expertly navigated us through each step, offering wise counsel and ensuring nothing was overlooked. Reflecting on the journey, I cannot think of anything which should have been done differently. The fee paid to FP Transitions was an excellent investment for our firm, not an expense.
FP Transitions operates with unwavering honesty and fairness, ensuring a balanced support system for both buyers and sellers. Their dedication to driving deals to completion is unmatched, resulting in a smooth and seamless process. With their stellar reputation in the industry, I gained access to numerous positive merger opportunities. Trustworthy, efficient, and well-connected, FP Transitions is the ultimate partner for navigating transitions in the financial world.