There are three motivators that drive every client engagement at FPA Owners Transitions, Clarity, Liquidity, and Legacy. Finding clarity comes first before all else and working with an advisor to find it is essential. Liquidity and Legacy vary in importance from owner to owner. Once they have been prioritized, an owner and their advisors can begin down a productive path striving toward a successful transition.
FPA provides education and peer groups for advisors and owners in an effort to learn how to enhance enterprise value and a process to prepare for a future exit. FPA provides individual consulting and group advisory services to business owners with a focus on growth and value enhancement. FPA serves smaller communities at risk of losing their economic health and vitality due to owners not exiting well.