FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth.
We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses.
Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.
Company Details
- Employees
- 72
- Founded
- -
- Address
- 4900 Meadows,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fptransitions.com
- Keywords
- Mergers & Acquisitions, Transaction Support, Valuation Services, Business Consulting, Synthetic Equity, Entity Development, Compensation Structuring, Analytics, Succession Planning, Business Appraisals, Growth Strategies, Benchmarking, Continuity Plans, Transfer of Ownership, Legal Services, Equity Pathways, Equity Management Solutions, Entity Structure, Multi-Generational Businesses, RIA, Independent Advisors.
- HQ
- Lake Oswego, OR
Fp Transitions Questions
Fp Transitions's website is fptransitions.com
Fp Transitions's LinkedIn profile is https://www.linkedin.com/company/fp-transitions
Fp Transitions has
72 employees.
View email and phone details for 72
employees at Fp Transitions.
Fp Transitions's industry is
Financial Services
Fp Transitions's categories are Financial Services
Fp Transitions's founding year is 1999
