Broker-Dealer Corporate Program

A Comprehensive Suite of Valuation, Continuity Planning and Succession Planning Services

FP Transitions offers a Broker-Dealer Corporate Program which provides broker-dealers and their investment professionals with membership to FP Transition’s web site, including a customizable transitions portal for easy, confidential, 24/7 access to materials and solutions focused on practice valuation, continuity and succession planning, and access to a national seller listing system. The web site also includes supporting content such as deal calculators, podcasts, free conference calls, and white papers. The Broker-Dealer Corporate Program is designed to provide integrated succession management tools and practical, affordable solutions to practice owners. By working as a part of the broker-dealer's team, and maintaining open lines of communication, FP Transitions is able to provide Pershing’s affiliated broker-dealers with a complete turnkey suite of customizable solutions.

Pershing Discounted Price: $2000 Annually

The Corporate Program provides
broker-dealers and their investment professionals with:

• Webinars on a variety of succession planning topics
• Speaking engagements and in person workshops
• Private-labeled access to FP Transitions’ web site, which includes the following:
  • An intra-broker-dealer marketplace
  • Access to seller's listings and confidential communication system
  • Instant e-mail notifications of new practices in their area
  • The ability to communicate directly with our sellers
  • An increase in their "buyer's rating" to reflect their participation in the open market
  • Exclusive "members only" conference calls on issues in the transitions industry
  • Access to the Practice Continuity Series of conference calls, with supporting articles and podcasts
• Discounted closing commissions
• Discounts on consulting services such as the Completing Your Own Deal program, Partner-to-Partner program, and Internal Succession Planning program
• Discounts on valuation services
• And more!

For more information on the program, click below to view a complete description and sample contract, or call FP Transitions at 800.934.3303.

Corporate Program Brochure