FP Transitions

Where are top-performing advisory businesses investing to grow value?

Scott Leak, CFP®, CEPA, shares five strategic focus areas that stood out across four years of data.
Firms that invested in these areas saw valuations at least one full EBITDA multiple higher than the median:

✔ Technology
✔ Marketing
✔ Talent
✔ Recurring revenue
✔ Equity-aligned partnerships

These aren’t theories. These are data-backed actions that elevate business strength and sustainability.

🎥 Watch the breakdown:
https://hubs.ly/Q03Q6cb40

Equity swaps are complex. 👀

When advisors exchange stock in a closely held business for shares in a larger entity, especially one backed by private equity, the implications go far beyond valuation

Brad Bueermann, Eric Leeper, CFA, and James Fisher, JD guide both sides through governance, control, and economic risks. With bilateral due diligence and a nonadvocacy model, FP Transitions helps create alignment, not just transactions.

🎥 Watch the full conversation:
https://hubs.ly/Q03Q6f_40