We are transforming financial services practices into sustainable businesses with our powerhouse team of lawyers, analysts, and consultants. #FPSustainability
Portland, OR
Joined March 2010
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- Following571
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FP Transitions retweeted
🚀 What does it take to build a billion-dollar firm?
Join Kay Lynn Mayhue & Rick Kent on March 11 at 12 PM ET as they share key strategies for growth & leadership.
Register now: ow.ly/jfMU50VagOt
#FPTransitions #BusinessSuccession
FP Transitions retweeted
Hi Samantha, if it hasn't already been done/planned, our CEO at @FPTransitions has approved us donating a copy to the school libraries of each of the ~20 public and private preschool and grade schools in Ryan's home town of State College, PA.
FP Transitions retweeted
FP Transitions’ Wells On RIA Valuation Drivers and Multipliers
Watch Now: tinyurl.com/28mnmxfs
#RIA #RIAChannel #ValuationDrivers @FPTransitions
FP Transitions retweeted
In #FASuccess Ep 339, we talk about @beyondfinances' decision to get a formal valuation from FP Transitions that helped crystallize the significance of what he'd built and create new perspective on where to focus his time to best increase enterprise value. bit.ly/3p64k6x
FP Transitions retweeted
.@FPTransitions highlights key areas buyers and sellers should focus on as they approach a merger. They write, "Today’s winning offers come from a place of alignment in vision and a deeper fundamental understanding of each other’s business." @advisorpedia advisorpedia.com/growth/read…
FP Transitions retweeted
Why does NAPFA partner with FP Transitions? Find out from FP Transitions team member, Marcus Hagood here: youtu.be/44PeEEYICYE
FP Transitions retweeted
NAPFA has partnered with @FPTransitions, renowned financial services consulting firm dedicated to the advancement and sustainability of the wealth management industry. To learn more about this exclusive offer to NAPFA members, please visit ow.ly/Wolv50L5Nal.
FP Transitions retweeted
2/2 Also featured are:
Dan Wanous of @TanAdvisor
Anthony Mlachnik @NorthRockPrns
Roger Ibbotson of @ZebCap
Jess Flynn of @FPTransitions
Ray Sclafani of @ClientWise
Mark Paulsen of @AllianzLife / Advisor Solutions
Tim Whiting of @iw_inst
swiftchats.libsyn.com/compil…
FP Transitions retweeted
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann ow.ly/WzQj30spfs0 @Integrated4FAs @FPTransitions
FP Transitions retweeted
The Foundation, Growth, & Succession of Your RIA. Join us on March 16 for a webinar with @FPTransitions where we'll share tried-and-true insights we’ve gathered from working with hundreds of firms to help set up your RIA for success. Register now! bit.ly/3MJOIg6
FP Transitions retweeted
A solid succession plan is vital to long term business. This week at WSR, we spoke with @FPDavidGrau, President and Founder of @FPTransitions to get the info you need to make your business last!
#WealthManagement #Finance #planning
wealthsolutionsreport.com/20…
FP Transitions retweeted
Nothing better than a great video chat to start your day at #MSUM21 Check out what Brad Bueermann of @FPTransitions says is the secret to attracting (and keeping) great talent!
FP Transitions retweeted
Good @FPTransitions reminders on advisor recruiting:
- Local colleges w/ #FinServ (or CFP) programs
- Social Media
- People returning to workforce
Don't forget to ask friends & family, too!
"11 tips on where to look for the next new advisor" bit.ly/31rxuAV
FP Transitions retweeted
At #Excell2021, you’ll hear insights from inspiring leaders, the buzz of the crowd and bumpin’ music at our closing night party.
bit.ly/3adjH24
FP Transitions retweeted
If you think that fee compression isn't real, take a look at how AUM advisory fees have dropped over the last 5 years for most financial advisors according to @FPTransitions.
FP Transitions retweeted
Five keys to RIA success explained by industry leaders:
* client acquisition
* client retention
* business basics
* growing through M&A
* succession planning
#rias
#merger
#succession
bit.ly/39y6vnt
FP Transitions retweeted
SPACs are the biggest M&A story of the year.
But can the public model work for RIAs?
@Rlarryroth and Kingswood are betting yes; insiders remain skeptical.
bit.ly/37Jpkof
FP Transitions retweeted
Advisors have used a ‘sell and stay’ strategy in ‘well over 60%’ of all transactions that @FPTransitions was involved in during the first six months of 2020, according to chief executive Brad Bueermann.
~ via @donthateitsjake of @CitywireRIA:
citywireusa.com/registered-i…
FP Transitions retweeted
Advisors used a ‘sell and stay’ strategy in over 60% of all transactions that @FPTransitions was involved in during the first six months of 2020, the RIA consultancy said. That’s up from 30% last year. citywireusa.com/registered-i…