FP Transitions

When advisors evaluate potential partners, growth is a major factor. They want to see evidence of a strong marketing strategy and a clear path to continued success. In many deals, upside growth potential is even built into the deal structure. Growth isn’t just important; it can be a key piece of the negotiation puzzle. ?? Watch the full discussion here ?? https://hubs.ly/Q039xdcm0 #mergersandacquisitions #wealthmanagement #growthstrategy #DealStructures #fptransitions

We're seeing more firms enter the M&A market with a focus on acquiring not just a book of business, but the entire team. ?? They're looking for organizations with strong internal adviser teams that can transition smoothly and stay engaged post-transaction. These teams are often incentivized to ensure a successful integration, making the deal more valuable in the long run. Watch the full discussion with Eric Leeper, CFA, James Fisher, JD, and Oak Street Funding ?? https://hubs.ly/Q039gK1p0 #fptransitions #manda #financialadvisors #mergers #acquisitions #mergersandacquisitions #wealthmanagement #partnerships #successionplanning #growthstrategies

Have you registered yet? ?? Successful advisory firms are built with intention, strategy, and the right leadership transitions. ?? Join us on Tuesday, March 11, 2025, at 9:00 AM PT / 12:00 PM ET for an exclusive discussion with industry leaders Rick Kent, Kay Lynn Mayhue, CFP?, AEP?, RFC?, and Eric Leeper, CFA, moderated by Suzanne Siracuse. ?? How are you preparing for your firm’s future? Secure your spot today! ?? https://hubs.ly/Q038S0St0 #FPInsights #SuccessionPlanning #BusinessGrowth #WealthManagement #FinancialAdvisors #RIA #FPTransitions

Want a More Valuable Business? Start With This Compensation Move. ?? This month’s newsletter is packed with expert insights on using synthetic equity to attract, retain, and motivate top talent. Learn the key differences between synthetic and authentic equity, and get actionable steps to elevate your firm’s performance. Have you subscribed to the FPInsights? Newsletter? Be notified when it's released and be the first to know new insights, studies, and tips to grow your advisory business ?? https://hubs.ly/Q038GxnR0 ?? New releases monthly - Don't miss out! #BusinessGrowth #CompensationStrategy #SyntheticEquity #FPInsights #FPTransitions #WealthManagement #FinancialAdvisory #FinancialAdvisor

?? Value vs. Price: What’s the Difference? Value = the anticipated economic benefits you expect as a business owner. Price = the cost someone pays to take on that expectation. Understanding this distinction is key in every business transition—because what you're selling (or buying) isn’t just a business, it’s future potential. ???? Watch the full discussion ?? https://lnkd.in/gD4YYw9h #BusinessValue #PriceVsValue #FinancialAdvisors #FPInsights #FPTransitions #FinServ

Our President, Kay Lynn Mayhue, CFP?, AEP?, RFC?, and CEO and Founder, Rick Kent will be joining Eric Leeper, CFA for an exclusive FP Transitions webinar, moderated by Suzanne Siracuse. This discussion will uncover the key strategies behind building a scalable, sustainable advisory firm while ensuring leadership continuity and long-term success. ?? Register now:https://ow.ly/63yP50V67OV John Cote, Jooliana Krummel, Chrissy Lee, Brian Andrew, Doug Baxley, Tait Lane #FPTransitions #WealthManagement #BusinessGrowth #SuccessionPlanning #FinancialAdvisors

Introducing the New FPInsights? Portal ?? Turning Data ?? Insights and Insights ?? Action. ?? The secret to sustainable growth lies in understanding the key drivers that impact your business - then taking intentional action. Get a comprehensive snapshot of where your business stands today and how to take it further. With 25 years of expertise and data from over 17,000 firms, we’ve created the ultimate resource to help you understand your business metrics, identify your top value drivers, and take strategic action to boost growth. ?? With 50+ KPIs at your fingertips - ranging from revenue sources to client growth - you’ll gain the clarity needed to make informed decisions that matter to your business. Real-time value monitoring gives you a bird's eye view of how your business is growing in terms of value, revenue, and more. Empower yourself to elevate your business and unlock its full potential. Want to see what its all about? Schedule a consultation to get a first look ?? https://hubs.ly/Q038h0rz0 #WealthManagement #FinancialAdvisors #FinancialAdvisoryFirm #BusinessGrowth #FPTransitions #BusinessSuccess #FPInsights #KPIs #DataDriven #FinServ

We strive to make synthetic equity plans feel straightforward - but behind the scenes, it’s a master’s level strategy. Every plan requires extensive work to ensure it: ?? Aligns with your business goals ?? Complies with all regulations and laws ?? Provides real value without unnecessary complexity Want to understand how these plans come together? ?? Watch the just-released discussion with Stuart Smith, JD and Kathryn "Kem" Taylor, CBEC? ?? https://lnkd.in/gH8mpwtu #FPInsights #FPTransitions #RIA #WealthMangement #FinancialAdvisor #Leadership #BusinessGrowth #SyntheticEquity

Unlock Growth & Retention with Synthetic Equity Broker-dealer rules often limit ownership to licensed individuals. That’s where synthetic equity comes in. It’s not actual ownership - meaning you can use it to: ?? Reward and incentivize key employees at all levels. ?? Support young, high-potential talent as they develop. ?? Keep future leaders engaged while they gain experience & licensing. Want to see how firms are using this strategy? ?? Watch the just-released discussion with Stuart Smith, JD and Kem Taylor, CBEC? ?? https://hubs.ly/Q037Rgth0 #FPInsights #FPTransitions #RIA #WealthMangement #FinancialAdvisor #Leadership #BusinessGrowth #SyntheticEquity

When Traditional Equity Plans Aren’t an Option… Kathryn "Kem" Taylor, CBEC? talks about a time a client wanted to offer equity to three younger advisors - but when they realized the buyout costs were too high, they needed a new approach. For them, synthetic equity wasn’t just a fallback - it was the perfect Plan B. Want to hear the full story? ?? Watch the just-released discussion with Stuart Smith, JD and Kem Taylor, CBEC? ?? https://hubs.ly/Q037D3-s0 #FPInsights #FPTransitions #RIA #WealthMangement #FinancialAdvisor #Leadership #BusinessGrowth #SyntheticEquity