FP Transitions
The Financial Practice Sales and Consulting Specialists
Succession Planning Resources
An Integrated ApproachIn surveys of owners of financial advisory practices, the need for succession resources is cited as one of their top concerns, yet few broker-dealers are addressing their investment professionals’ needs with actionable solutions. FP Transition provides an integrated approach to succession planning by helping broker-dealers deliver solutions through a unique Equity Management approach to succession planning. ValuationFor the first time in the financial services industry, there is a cost effective way for investment professionals to understand the value in their businesses. The Comprehensive Valuation Report provides a detailed analysis of the investment professional’s equity, as well as the various factors driving that value. This is an essential tool for investment professionals looking to understand practice valuation, create a continuity plan, or begin their succession planning process. To learn more about the valuation services offered by FP Transitions,Continuity Planning SolutionsThe creation of the disaster plan is an essential step for every investment professional. FP Transitions continuity-planning services are designed to make the creation of such a plan both cost effective and efficient. FP Transitions is able to offer one-on-one sessions for individual investment professionals and workshops to assist groups in creating, understanding the benefits, and implementing a well-defined plan. For more information on the complete set of solutions, please click here.
Succession Planning SolutionsFP Transitions offers a complete set of succession planning and implementation services. These solutions are provided in either a workshop setting for groups of 20 or more, or on a one-on-one basis. For more information on the complete set of succession planning services, please click here. |
The Equity Management Approach:Step 1. Valuation To manage any asset you need to understand its value. FP Transitions' Comprehensive Valuation Report provides a detailed explanation of the value of a practice. Learn more… Step 2. Continuity Protecting the value of the practice in the case of death or disability takes a plan, without one the investment professional, the broker-dealer, and the client all stand to lose. Learn more… Step 3. Succession Determining an investment professional’s retirement requires a plan best developed over a time frame of several years. FP Transitions offers solutions assisting the investment professional in developing a long-term succession plan. Learn More… Step 4. Transition Whether selling the practice to an employee or peer, FP Transitions provides the resources to provide for a smooth transition. Learn More… |
