FP Transitions’ Post

🔑 Synthetic equity gives next-gen advisors ownership-like benefits without the financial risk of a buy-in. You can still gain from your contributions to the firm's success while keeping flexibility in your career path. This arrangement lets you grow with the business and be rewarded without committing to long-term ownership or a financial investment. Ready to explore your options and see if synthetic equity is right for you? Read more about it here 👉 https://hubs.ly/Q02TRD2n0... #CompensationStrategy #SyntheticEquity #NextGenAdvisors #CareerGrowth #FPTransitions

Compensation is a key factor in every business plan. Whether you need a full system overhaul or just want to ensure competitive pay for key employees, it's important to get it right. Kevin Goserud, CFA breaks it down for us. From base salary and bonuses to team incentives and retention strategies, we help businesses optimize compensation structures. By analyzing industry data, exploring salary and bonus options, and even considering synthetic equity tools, we build plans that align with your goals and support long-term growth. Get organized, stay competitive, and keep your top talent engaged. Chat with our team 👉 https://hubs.ly/Q02TG1DK0 #CompensationStrategy #EmployeeRetention #BusinessGrowth #FPInsights #FPTransitions

💼 Compensation planning can feel tricky like hitting a moving target 🎯, but the key is focusing on what truly motivates your team. Too many plans revolve around numbers that the company cares about, but the best ones are designed with people in mind. Andrew Town discusses the course of action: ✔️ Align compensation with company goals ✔️ Communicate the plan clearly ✔️ Actively manage based on the plan If it’s been a while since you’ve reviewed your comp plan, it’s time to make sure it’s still driving results and keeping your top talent! 💪 Schedule a consultation with our team 👉 https://hubs.ly/Q02Ttk_-0 #CompensationStrategy #EmployeeMotivation #BusinessGrowth #FPTransitions #FinancialAdvisors

Have you heard? FPINSIGHTS is our monthly LinkedIn newsletter 📱 Packed with data-driven insights, the latest market trends, and a wealth of resources, FPINSIGHTS is designed to keep you informed and ready to grow your business. Don’t miss out—subscribe now and get new insights every month. New edition out today 👀 https://lnkd.in/dp9ph6sZ #FPINSIGHTS #WealthManagement #MergersAndAcquisitions #FinancialAdvisory #MarketTrends #FPTransitions

In this month's FP Insights Newsletter, we're focusing on business valuation and sustainable growth. Watch our latest video on Data-Driven Growth & Business Valuations, where we explain how our unique valuation methods go beyond typical industry multiples to reveal your business's true value. Have you subscribed to #FPInsights?

With hundreds of prospective buyers in the market, only a fraction are truly qualified. Qualified buyers meet the seller's criteria, have the financial means, and the capacity to take on acquired assets and clients. They have what we call - Acquisition Readiness. Are you ready? Let’s assess your Acquisition Readiness 👉 https://hubs.ly/Q02SNzwj0 #MergersAndAcquisitions #AcquisitionReadiness #WealthManagement #QualifiedBuyers #FPTransitions

At FP Transitions, we use the term "partnership" intentionally. While we can certainly help clients focused solely on financial aspects, what excites us most are firms seeking true partners who share their vision. That's our north star—building lasting partnerships. Watch the full discussion with James Fisher & Susie McEuen and Alicia Chandler from Oak Street Funding 👉 https://hubs.ly/Q02SFv5_0 #Mergers #Acquisitions #MergersandAcquisitions #Partnership #WealthManagement #BusinessGrowth #FPTransitions

What's Demand Like in the M&A Market? 🔍 From the buyer's perspective, demand remains strong with 65+ inquiries for every opportunity—and some even exceed 100. Firms are looking to expand into new markets, acquire talent, and diversify client service offerings. Watch the full discussion featuring Susie McEuen and Alicia Chandler from Oak Street Funding 👉 https://hubs.ly/Q02S1h330 #fptransitions #manda #financialadvisors #wealthmanagement #mergers #acquisitions #mergersandacquisitions #partnerships #successionplanning #growthstrategies

When it's time to start sharing, even if you don't have all the details yet, focus on what you can communicate during a transition. Let your team know what they can count on: ✅ We'll keep you informed as more details unfold. ✅ Every decision is made with everyone’s best interest in mind. ✅ We’re moving towards a bright future filled with exciting possibilities. It's about building trust and showing that you're moving forward with clarity, even when every detail isn’t laid out. Watch the entire discussion featuring Scott Leak, CFP®, CEPA®, James Fisher, Eric Leeper, CFA, and Liv Olson, ACC 👉 https://hubs.ly/Q02RT0Lr0 #fptransitions #manda #financialadvisors #wealthmanagement #mergers #acquisitions #mergersandacquisitions

Succession planning isn't about failure—it’s about flexibility. When objectives shift, partnering with an external buyer doesn't mean internal succession has failed. Many times, G2 leaders remain involved, with a seat at the table. It’s a course correction, not an end to the plan. Watch the full video featuring Eric Leeper, CFA here 👉 https://hubs.ly/Q02RJPBB0 #manda #financialadvisors #wealthmanagement #mergers #acquisitions #mergersandacquisitions