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FP Transitions @FPTransitions

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

Joined March 2010
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  • Followers 925
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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
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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: hubs.ly/Q03Q6rnF0 #FPInsights #BusinessValuation #WealthManagement
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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: hubs.ly/Q03Q68pc0 #MA #EquityStrategy #FPInsights
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🌄 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
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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: hubs.ly/Q03PMYxv0
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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 🎥 hubs.ly/Q03Pqg__0

Beyond Hiring: Turning Talent Strategy into Enterprise Value Gated | FP Transitions 2025

Want your next hire to secure your firm’s future? Discover proven strategies to align hiring with succession planning, define clear career paths, keep top talent engaged, and avoid common growth...

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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. 🎥 hubs.ly/Q03P9Tvr0 #wealthmanagement @WealthEnhance
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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 hubs.ly/Q03NRFc60

Building Your Next Billion in Assets The Key to Sustainable Growth & Succession On-Demand | FP...

Join industry leaders Rick Kent, Kay Lynn Mayhue (Merit Financial Advisors) and Eric Leeper (FP Transitions) in this exclusive discussion, moderated by Suzanne Siracuse.

fptransitions.com
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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: 🎥 hubs.ly/Q03Nz1S_0
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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 👉 hubs.ly/Q03MD7tr0

Market Turbulence and Its Impact on the Financial Advisory Industry and M&A | FP Transitions

Discover how to navigate market turbulence and leverage growth opportunities in the financial advisory industry with expert insights and strategies from FP Transitions.

fptransitions.com
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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: hubs.ly/Q03L-7nk0 🖥️ Book a demo: hubs.ly/Q03L-0Dg0
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📈 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: hubs.ly/Q03LNJML0

Building Your Next Billion in Assets The Key to Sustainable Growth & Succession On-Demand | FP...

Join industry leaders Rick Kent, Kay Lynn Mayhue (Merit Financial Advisors) and Eric Leeper (FP Transitions) in this exclusive discussion, moderated by Suzanne Siracuse.

fptransitions.com
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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.
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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. 🎥 hubs.ly/Q03LffnJ0

Winning the Talent Race: What the Next Generation Really Wants | FP Transitions

Discover what next-gen advisors want in a firm—insights on mentorship, culture, and career growth from new research and industry experts.

fptransitions.com
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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 🔗 hubs.ly/Q03KJmyQ0
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🎤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 hubs.ly/Q03K2Kg90
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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. 🎥 hubs.ly/Q03JHzqF0

Breaking the Mold: Advice on Building the Firm of the Future | FP Transitions

Discover what drives sustainable growth in advisory firms with insights from Wealth Enhancement Group and FP Transitions. Explore key M&A strategies, valuation tips, and how to scale with intention...

fptransitions.com
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💡 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: hubs.ly/Q03JPnwM0

Wealth Management Compensation Study | FP Transitions

Participate in the 2025 Compensation Study by FP Transitions. Benchmark how financial advisors and staff are paid, uncover pay structures, and gain insights to support long-term value growth. Take...

fptransitions.com
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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: hubs.ly/Q03JHlMV0
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🎤 “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: hubs.ly/Q03JcvZb0
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