Brad Bueermann, principal & CEO at FP Transitions, joins Matt Ackermann, Integrated Partners, to explore the current market of buying and selling RIAs, what advisors need to be looking for to find the right match and where advisors looking for growth opportunities should begin.
Brad is a nationally recognized speaker and thought leader on matters of business value, equity management, and mergers and acquisitions for independent financial professionals. Brad’s forward thinking and ground breaking work on building enterprise value and creating sustainable firms has made him an important thought leader in the industry, and a frequent conference speaker. His early M&A work in the agri-business and food processing sectors allowed him insights into which operating components help ensure solid growth and stability. He later served as COO for a national brokerage firm and helped develop many protocols for sales of small and mid-sized privately held firms. He later led the acquisitions efforts for a startup in the biotech sector in Cambridge, Mass. As CEO of FP Transitions, he has guided the company’s growth for the past 13 years to over 40 dedicated professionals who consult with over 2,000 clients per year. He has personally overseen consulting assignments with many of the country’s largest broker dealers, custodians, and insurance companies, and continues to guide the creation of the next generation of strategies for independent wealth management firms.