A Special Program for Fidelity Institutional Wealth Services Advisors
You have worked hard to build a successful practice and now have access to the best equity management tools and information for your practice, through Fidelity Institutional Wealth Services' relationship with FP Transitions. To take advantage of these services, discounts, and information, click below to become a member and get started.
Be sure to use promotional code "FidelityRIA" when signing up.
There is no membership fee!
In the last several years, the market value of Investment Advisory practices has grown significantly. Wealth demographics, the cost of acquiring clients, and a robust marketplace have all contributed to driving up the equity value of closely held Advisory Practices.
Helping you manage the growing equity value of your advisory practice is the goal of this new site powered by FP Transitions. Here you will find the tools you need to identify the value of your practice, protect it in case something happens to you or another principal in your firm, and plan for the succession of the practice whether to an outside party, or a trusted employee, partner, or offspring. This site also gives you access to the FP Open Marketplace, one of the largest venues for buying and selling privately owned advisory practices.
You are successful at managing your clients assets because you always have a plan for how to grow, protect, and, when the time is right, to sell. FP Transitions gives you the tools to do the same for the one of your largest personal assets – your practice.
Value Your Practice
The first step in creating your continuity and succession plan, is to know the value of your practice. Click Here for more information Fidelity Price: $795 | 
| Continuity Management Let us help you implement a practical, turn-key solution to protect your equity from disaster.
Click Here for more information Fidelity Price: $1,100 |
| Succession Planning The final stage of your succession timeline is creating an exit plan and realizing your value. Click Here for more information Fidelity Price: Varies |
Open Market for Buying and Selling Advisory Practices Whether you are looking to buy a practice or sell your practice, the Open Marketplace, run by FP Transitions, is a national venue which, together with their non-advocacy brokerage system, provides the resources you need for a successful transaction.
Click Here to gain access to FP Transitions. Be sure to use promotional code "FidelityRIA". |
