Thank you for taking the time to learn about FP Transitions as you think about selling your financial services practice. We provide services that allow you to prepare to sell your practice now, or in five to ten years, to complete your own deal with a friend or peer, sell to an employee or partner, or to list your practice on the open market and sell to anyone you choose.
Why Partial Books?
- Get value AND stay in business!
- Refine your client base - sell the bottom 20% and keep your ideal clients!
- Create a succession plan that you can test ahead of time - if someone buys a part of your book and does well, you know they will be able to handle the rest of it when the time comes.
Selling Your Practice
If you have ever considered selling your financial service practice, we can offer you:
Complete confidentiality
Comparable sales data to help you maximize the value of your practice
A complete contract package
Personal, individual guidance from start to finish
A pool of thousands of buyers across the country
A proven system for selling your practice and transitioning your clients
A no-cost valuation
Exclusive monthly "members only" conference calls on issues in the transition industry
and much more!
List today and be ready to retire in 10 to 12 weeks! No matter what your situation, we can help. Below is a list of services that we provide depending on your needs:
Knowledge Center Click Here
Just looking for more information about the succession planning process or your value? Interested in growth through acquisition? Then sign up today and gain access to the most complete library of resources on this topic.
Open Market Listing Click Here Looking to find the best successor or best value? List your practice on the open market and connect confidentially with buyers in your area. There is no obligation; simply fill out the listing form and begin to realize the demand and value the open market has to offer you.
Deal Support Click Here
FP Transitions has three transaction support services specifically designed to assist P2 advisors in making their transactions a success. If you have found your own buyer or seller, these transaction support services provide complete contract forms, tax and financing support, and a personalized, non-advocacy system to complete your deal.
Internal Succession Planning Click Here
Want to sell your practice to an employee, partner, or one of your children? Let our ISP program help you plan the future.
