FP Transitions

We are transforming financial services practices into sustainable businesses with our powerhouse team of lawyers, analysts, and consultants. #FPSustainability

[FP Transitions @FPTransitions]

Looking forward to returning to IMPACT®2025 in Denver, Nov 4–6.
It’s always great connecting with independent advisors who are driving innovation across the industry.

If you’ll be attending, come see us at booth #724. I’d love to reconnect.
#SchwabIMPACT @Schwab4RIAs

[FP Transitions @FPTransitions]

5 key investments = stronger advisory business valuations.
Scott Leak, CFP®, CEPA, breaks it down:
✅ Tech
✅ Marketing
✅ Talent
✅ Recurring revenue
✅ Equity-aligned partnerships

Watch the insights: https://t.co/iT2Vh9tMLg

#FPInsights #BusinessValuation #WealthManagement

[FP Transitions @FPTransitions]

Equity swaps are complex. 👀
Private equity, governance, control — there’s more at stake than valuation.

Eric Leeper, Brad Bueermann, and James Fisher, JD break it down.
🎥 Watch now:
https://t.co/mzAzmc5e7k

#MA #EquityStrategy #FPInsights

[FP Transitions @FPTransitions]

🌄 The FP Transitions team is headed to #SchwabIMPACT in Denver, CO, Nov 4-6.

We’re proud to exhibit in support of what matters most: independent advisors driving the future of wealth management.

Stop by booth #724 to chat with our team!

See you there,@Schwab4RIAs

[FP Transitions @FPTransitions]

The Rule of Thirds for advisory business cash flow: simple, powerful, often overlooked. 📊

Margins below 20% too long = uninvestable—especially for G2s funding buy-ins.

💡 Is your firm sustainable?

🎥 Watch the Masterclass: https://t.co/1IiGYgT5iE

[FP Transitions @FPTransitions]

Base + Bonus is in. ✅ Revenue splits are out. ❌
Eric Leeper, CFA joins Steve Perry of The Well Recruiting Solutions to unpack how advisor comp is changing.

We’re tracking 3K+ roles:
💼 Base + bonus > splits
📊 KPI-tied pay
📈 Scalable growth

🎥 https://t.co/cxI6o0FVCM

[FP Transitions @FPTransitions]

Most small and mid firms still don’t budget for marketing, and it’s holding them back.

Larger firms double down on brand and pull ahead.
ROI on marketing can rival M&A growth.

🎥 https://t.co/XLjQGqp0JM

#wealthmanagement @WealthEnhance

[FP Transitions @FPTransitions]

Internal succession isn’t simple. Eric Leeper, CFA, shares what it really takes: alignment, ownership mindset, and culture.
Not gifting equity. Building leaders ready to invest time, money, and responsibility.

🎥 Watch the full discussion at https://t.co/sQA6Y17ryw

[FP Transitions @FPTransitions]

You don’t have to choose between G2 succession or external partnership. Done right, blending both can protect your team, support your exit, and align long-term growth. James Fisher, JD, shares how:

🎥 https://t.co/h5K1mO7xeZ

[FP Transitions @FPTransitions]

Market swings ≠ your firm’s value.
“A well-run advisory business doesn’t have a beta of 1,” says Eric Leeper, CFA.
Diversified revenue + strong infrastructure = resilience.

📈 Learn how to structure for long-term stability 👉

https://t.co/I80aEeSp31

[FP Transitions @FPTransitions]

Turn data into insight ➡️ insight into action.

The FPInsights® Portal helps advisory leaders benchmark comp & performance with 50+ KPIs from 17,000+ valuations.

📊 Start free: https://t.co/hrlYWt2o2I
🖥️ Book a demo: https://t.co/DyFU1SCexp

[FP Transitions @FPTransitions]

📈 Succession planning isn’t your exit plan — it’s your growth engine.

As Eric Leeper, CFA of FP Transitions shares with Rick Kent & Kay Lynn Mayhue, internal succession fuels growth, empowers leaders, & preserves client continuity.

🎥 Watch: https://t.co/PlD5TqaxsS

[FP Transitions @FPTransitions]

Succession is narrowing—and firms must meet next-gen talent’s needs.

With FinServ Foundation, we surveyed aspiring advisors: they want mentorship, onboarding, inclusion, clear paths to partnership.

We turned insights into action—earning a 2025 Luminaries finalist spot.

[FP Transitions @FPTransitions]

Management ≠ Mentorship.

Next-gen advisors know what they need:
✅ Culture, Leadership, Clarity, Mentorship

They’re not afraid of the work—our externship saw 60%+ completion from 2,000+ participants putting in 20 hrs/week on top of full-time jobs.

🎥 https://t.co/hLKZCFCtta

[FP Transitions @FPTransitions]

When should advisors start planning to scale?

“Start early. Earlier than you think. Define your vision, look at the data, and make a plan.”
— Eric Leeper, CFA | FP Transitions

🎥 Full convo with @FPTransitions + The Well Recruiting Solutions
🔗 https://t.co/VlmMwur5Gf

[FP Transitions @FPTransitions]

🎤By joining forces with EquitaFN and Ellevate, we're ensuring that women-owned firms have access to the most effective succession strategies in the industry.” – Stuart Smith, JD

👉 Read the full article on @PRNewswire https://t.co/WAVNNeP8Ba

[FP Transitions @FPTransitions]

M&A isn’t just about numbers. 📊

Think of the 3 families of M&A:
1️⃣ You – personal impact
2️⃣ Your Staff – the backbone of success
3️⃣ Your Clients – trust & confidence

Every deal should win for all three.
🎥 https://t.co/bn4YW5saiV

[FP Transitions @FPTransitions]

💡 Keep your firm’s compensation competitive.
The FPINSIGHTS® 2025 Compensation Study benchmarks 3,200+ firms by role, region & size—covering salary + bonus, revenue-sharing, equity plans & more.

More than data. It’s direction.
🔗 Participate FREE: https://t.co/CnRTF02cQL

[FP Transitions @FPTransitions]

Hiring Is Just the Beginning. What comes next defines your business.

In this roundtable, Leslie Smith, Eric Leeper & Steven Perry share strategies for role design, comp plans & succession-ready teams.

🎥 Watch on-demand:
https://t.co/3j61i7nF2i

[FP Transitions @FPTransitions]

🎤 “I never had anyone who advocated for me.” — Bridget Venus Grimes, CFP®, President, EquitaFN

We partnered with Ellevate Advisors and EquitaFN to create Succession Planning Advantage to help advisors.

🎧 Hear Bridget’s full convo with Suzanne Siracuse: https://t.co/XgUZ420liF