Podcasts about fp transitions

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Best podcasts about fp transitions

Latest podcast episodes about fp transitions

The InvestmentNews Podcast
Episode 187: A front-row seat to the independent revolution

The InvestmentNews Podcast

Play Episode Listen Later May 6, 2025 33:27


Bruce Kelly, senior columnist at InvestmentNews, picks the brain of Brad Bueermann, CEO and founder of FP Transitions, about the M&A market in the independent advisory space. Speaking in the wake of the blockbuster acquisition of Commonwealth Financial Network by LPL Financial, Bueermann provides insight into how the market might change given recent volatility and why best fit, not price, is critical.

Wicked Pissah Podcast
#210 - Valuing Your Life's Work with Aaron Wells of FP Transitions

Wicked Pissah Podcast

Play Episode Listen Later Jul 23, 2024 62:17


Valuing Your Life's Work with Aaron Wells of FP Transitions   Hosts Kathleen Kenealy and Chris Boyd are joined by Aaron Wells, Director of Financial Analysis at FP Transitions, to discuss how Aaron and the team at FP Transitions help advisors measure and assess the value of their life's work. Aaron explains why it's so important to “start with why,” what metrics help drive the value of a business, how different size practices should think about approaching valuation, the process FP Transitions uses to collect data to run a valuation on a firm, and the difference between value and price.  https://www.fptransitions.com/ https://www.fptransitions.com/our-team/member/aaron-wells?hsLang=en https://www.linkedin.com/in/aaronwells747/

Financial Advisor Success
Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See With Jeff Jones

Financial Advisor Success

Play Episode Listen Later Aug 29, 2023 103:31


Jeff Jones is the owner and founder of Cypress Financial Planning, an independent RIA based out of New Jersey that oversees $275 million in assets under management for 380 client households. Jeff stands out for creating custom financial planning spreadsheets in Excel that seamlessly integrate into PowerPoint presentations, an approach that not only crafts a compelling financial story for clients, but also ensures transparency in every projection. Listen in as Jeff shares how he leveraged his engineering background at Lockheed Martin to craft unique Excel spreadsheets, which later inspired a FinTech company now catering to other financial planning firms. You'll learn why he decided not to partner with the FinTech venture (opting instead for specific equity agreements to motivate partners and plan for his exit strategy), as well as how the invaluable guidance from FP Transitions helped in valuing his firm. Jeff also opens up about his early mentorship experiences and his aspirations to contribute through pro bono financial planning. For show notes and more visit: https://www.kitces.com/348

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Play Episode Listen Later May 11, 2023 63:46


CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, the future of M&A, and much more.

WealthStack
The WealthStack Podcast: Making Data Actionable with Scott Leak of FP Transitions

WealthStack

Play Episode Listen Later Apr 21, 2023 29:17


To help practices monitor, measure, protect and grow their business, FP Transitions provides a valuation driven by customized benchmarks against 50 to 60 key performance indicators. The end result is enabling wealth managers to achieve their goals for mergers and acquisitions, enterprise development, valuation, and growth.  In this episode, Shannon Rosic, director of WealthStack Content … Continue reading The WealthStack Podcast: Making Data Actionable with Scott Leak of FP Transitions →

CLS's The Weighing Machine
The Foundation of a Successful Succession Plan with FP Transitions' Eric Godes

CLS's The Weighing Machine

Play Episode Listen Later Mar 14, 2023 46:16


Succession planning is essential for any organization to ensure its long-term sustainability and success. However, creating a successful succession plan is not as simple as identifying potential leaders and hoping for the best. What are the steps that organizations need to take to develop a robust and effective plan?  In this episode, Rusty and Robyn talk with Eric Godes, Senior Vice President and Senior Consultant at FP Transitions. Eric has been a pioneer in the wealth management industry. At Fidelity Investments, he helped to launch the first-ever ever home stock trading system. Also, he founded one of the country's first Registered Investment Advisors, Kobren Insight Management. At FP Transitions, Eric works with financial advisory firms across the country to help them reach all their goals, including internal and external solutions. A longtime leader in the wealth management industry, Eric talks with Rusty and Robyn about succession planning and how it works. He also speaks about the foundation of a successful succession plan, the compensation structure, and finding the right partner. Key Takeaways [04:08] - Eric's career history in wealth management and what led him to FP Transitions. [06:58] - An overview of Eric's role at FP Transitions. [08:27] - How Eric defines succession planning. [10:07] - The elements of an internal succession plan. [13:02] - The foundation of a successful succession plan. [14:27] - How a firm's compensation structure impacts an internal succession plan. [15:38] - What advisors should know about synthetic or phantom equity. [17:35] - The qualities to consider when designing a successor team. [19:33] - What good revenue growth looks like in an internal succession plan. [21:30] - The current market drivers for succession planning. [22:48] - The alternatives firms can use if their internal succession plan isn't well-positioned. [23:25] - How advisors can find the right succession planning partner. [27:45] - How consolidators fare in the M&A market. [31:55] - Eric's favorite investment strategy. [33:16] - How Eric maintains his ability to perform at a high level. [34:52] - The people Eric is professionally thankful for. [37:33] - Eric's recommendations for content. Quotes [08:57] - "Succession planning is a thoughtful, well-planned transition from one generation to the next. It doesn't happen at the moment, but it's usually a lengthy process." ~ Eric Godes [13:22] - "A stronger, growing, and thriving business will be more attractive to successors. It's also going to help them afford the succession plan financially." ~ Eric Godes [17:45] - "The first thing most owners would think about is, ‘does my potential successor have the same value set that I have?' It's hard if you're not thinking similarly about the clients, the business, and what's best about servicing the clients." ~ Eric Godes Links  Eric Godes on LinkedIn FP Transitions Don't Look Back by Boston Fidelity Investments Charles Schwab TD Ameritrade Pershing E*Trade David Grau Pathstone Seeking the Extraordinary The Colony Group Michael Kitces How I Built This with Guy Raz The Perfect Fit Succession Planning Course Corrections Acquisition Readiness Self-Assessment Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 0476-OPS-2/15/2023

Perfectly Integrated
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)

Perfectly Integrated

Play Episode Listen Later Jul 27, 2022 35:14


In moments of crisis, you can steer off the cliff's edge or skid to a stop and look over the edge. The mindset of entrepreneurs has changed to reflect on past mistakes and their impact on the industry's future. In this episode, Matt Ackermann is joined by Brad Bueermann, CEO of FP Transitions, in discussing … Continue reading How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37) →

Power Your Advice
Episode 62 – Helping Advisors Transform Their Practices – With Brad Bueermann

Power Your Advice

Play Episode Listen Later Dec 16, 2021 22:06


Brad Bueermann is the chief executive officer of FP Transitions, a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, they offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth.  Doug and Brad caught … Continue reading Episode 62 – Helping Advisors Transform Their Practices – With Brad Bueermann →

New Planner Podcast
Ep #13: The Basics of A Successful Succession Plan with Christine Sjölin

New Planner Podcast

Play Episode Listen Later Dec 18, 2020 35:14


Christine Sjölin is the Vice President of Strategic Development and Operations at FP Transitions, a specialized consulting firm for wealth managers providing end-to-end solutions for buying, selling, and transforming businesses. Christine joins the show today to discuss the typical succession planning process, as well as how equity ownership deals are generally structured so the younger generations of owners can actually afford the purchase price when valuations can be millions of dollars or more. Listen in to learn the main reasons succession plans fail and the ideal timeline for a successful succession plan. You'll hear tips for how succeeding generations can better prepare themselves to take over a business, whether more firms are opting for external versus internal successors, and advice for newer planners who want to broach the topic of succession planning with their firm owner. You can find show notes and more information by clicking here: https://bit.ly/39P6ixT

Wicked Pissah Podcast
Continuity Planning - Especially Now

Wicked Pissah Podcast

Play Episode Listen Later Apr 19, 2020 41:40


Today more than 34,000 have died from the Coronavirus in the US while more than 717,000 have been confirmed to have contracted the virus.  If not now, when is a better time to think about your Continuity planning? If something happened to you, how would your business operate in your absence? What about your team members? Join Marcus Hagood of FP Transitions with a thoughtful discussion on the topic, to help advisors of all sizes consider their planning.

American Institute of CPAs - Personal Financial Planning (PFP)
Your business as a retirement asset {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Apr 4, 2019 26:52


Guest(s): David Grau, Sr. & Michael Goodman, CPA/PFS Category: Practice management In this episode, Michael Goodman, CPA/PFS interviews David Grau, president & founder of FP Transitions, who shares the ABCs of succession planning. He answers the questions: What exactly is a succession plan? Why is a succession plan important? Does everyone need to have one? How much time do you need to create a successful succession plan? What’s the first thing you should consider when planning for succession? What if the plan fails? Access the related resource from this podcast: Succession Planning for Financial Advisors: Building an Enduring Business by David Grau Practice management tools and resources from AICPA PFP Section The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Make sure to subscribe to our podcast channel on iTunes or Pod-o-Matic, so that you don’t miss an episode! And leave us a review so we can continue bringing valuable and relevant content to you.

You're A Financial Planner; Now What?
What You Need to Know About Succession Planning

You're A Financial Planner; Now What?

Play Episode Listen Later Oct 9, 2018 47:35


Christine is the VP of Operations at FP Transitions, a business that focuses on helping advisors build a seamless succession plan that benefits founders and successors. We’re covering succession planning from the point of view of a lead advisor or founder and of a financial planner who might want to become a successor.

You're A Financial Planner; Now What?
What You Need to Know About Succession Planning

You're A Financial Planner; Now What?

Play Episode Listen Later Oct 9, 2018 47:35


Christine is the VP of Operations at FP Transitions, a business that focuses on helping advisors build a seamless succession plan that benefits founders and successors. We’re covering succession planning from the point of view of a lead advisor or foun...

Advisor2Advisor Podcast
Advisor2Advisor Podcast - Episode 10 David Grau, Sr.

Advisor2Advisor Podcast

Play Episode Listen Later Sep 1, 2018 24:42


On this episode of the Advisor2Advisor podcast, Scott and Pat welcome well-known author David Grau, President and Founder of FP Transitions: a 20-year old financial services acquisitions management company. Named to InvestmentNews’ 2017 list of Icons and Innovators, Mr. Grau discusses common monetary concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make when they fail to capitalize on the equity they’ve established by creating a viable succession plan.

Better conversations. Better outcomes. | Presented by BMO Global Asset Management
34 The advisor’s guide to buying or selling a practice

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Play Episode Listen Later Aug 8, 2017 33:31


There are many reasons that advisors might think about selling their practice, and just as many reasons that others might be interested in buying it. In this episode, we’re talking to David Grau Sr., the President and Founder of FP Transitions, about how to buy or sell a practice. Listen as we discuss the acquisition marketplace, how to prepare to buy or sell, who you might want to sell to, and what success looks like from a buyer and a seller’s perspective. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/the-advisors-guide-to-buying-or-selling-a-practice/.

Financial Advisor Success
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau

Financial Advisor Success

Play Episode Listen Later Feb 21, 2017 85:09


David Grau Sr. talks about how he helped start a business at the wholly unique intersection of financial services, technology, and consulting that is FP Transitions’ bread and butter.  We also discuss the four sectors that David and his team break the industry into - books, practices, businesses, and firms - and the critical differences between them. David also shares his potentially controversial (or at least counterintuitive) perspective on compensation, which by now is an industry standard. (We’d love to hear your thoughts on this!) Get the full show notes and transcript for this episode at: https://www.kitces.com/8