A Focus on Benchmarking for Performance & Growth

This newsletter covers strategies for enhancing firm growth and value, focusing on inorganic growth methods like acquiring books of business or merging with other firms. It also highlights the importance of data-driven decision-making through KPIs to align strategies with long-term goals. Benchmarking is discussed as a valuable tool for comparing performance, though it should be combined with human insights. Additional resources, such as webinars and KPI monitoring tools, are featured to help business owners maximize growth, profitability, and firm value.

In this video, we highlight inorganic growth strategies, such as acquiring an external book of business or merging with other firms, to enhance company value. These strategies involve careful deal structuring, including payment terms, tax allocations, and client retention considerations. Merging assets or forming new entities with equity exchanges can bring financial and cultural benefits, though it may dilute existing ownership. The consulting team assists in identifying acquisition opportunities, setting up the proper legal and financial structures, and optimizing valuations to maximize profitability and long-term growth.

This blog highlights essential strategies for enhancing firm value through a targeted approach. By identifying Key Performance Indicators (KPIs) that align with long-term goals, firms can use data to guide decision-making. Knowing a firm’s current value, building predictable revenue streams, and smartly balancing expenses are critical steps toward financial health and growth. With clear, data-driven priorities, owners can maximize firm value by making informed, strategic investments in the areas that matter most.

Advisory Firm Growth & Business Insights

Growth is the buzzword of the decade, but not all strategies are created equal—especially for advisory firms. In this video, Scott Leak, CFP?, and Kem Taylor, CBEC, dive into how to assess your firm’s core competencies and unlock its true potential through tailored growth strategies. Whether it’s improving efficiencies, reinvesting in marketing, talent, or technology, knowing where to focus your efforts can make all the difference.

Ready to take your firm to the next level? Watch now to learn practical, actionable steps toward long-term growth.

Mark, Measure, Monitor and Master KPIs to Maximize Growth, Profit, and Value

Measuring progress is essential to achieving your business goals. Key performance indicators (KPIs) provide a roadmap to manage, protect, and grow your equity value. In this blog, we explore a four-step process—Mark, Measure, Monitor, and Master—to help you identify the most relevant KPIs at every stage of your business journey. From tracking revenue and enterprise strength to benchmarking against peers and monitoring performance over time, these insights will empower you to make informed decisions that drive growth and efficiency. Get started here!

Your Complete Guide to Growth Master Advisor Branding, Marketing, and Acquisition Strategies

In this video, join Marcus Hagood of FP Transitions and Melissa Thomas, the head of strategy at Intention.ly as they explore how FP Transitions' Equity Management Solutions? (EMS?) can be a key driver of growth for financial firms. With personalized coaching, detailed business evaluations, and comprehensive benchmarking, our EMS? membership is designed to help businesses prepare for both organic and inorganic growth.

You'll learn about the differences between organic growth (referrals, direct marketing) and inorganic growth (mergers, acquisitions) and how firms that invest in strategic marketing can see substantial ROI. Whether you're a firm with $100-$300M AUM, or a larger business exceeding $300M AUM, our EMS? membership offers essential tools to track over 50 key performance metrics and ensure you're poised for success. Watch their discussion here.

Ready to see how benchmarking can enhance your firm’s performance? Schedule a consultation with one of our professionals to receive a demo of our FPinsights portal to learn how data-driven insights and KPIs can guide you toward growth and value.