We help independent advisors identify, build, and realize their equity value.FP Transitions is privately owned and operated with a multigenerational ownership team.- The first to establish true succession planning solutions for advisors.- Home of the most comprehensive and inclusive advisory benchmarking database- The largest M&A marketplace for independent financial advisors- Leading source for accredited business valuations for financial services firmsFounded in 1999, with 60+ professionals on staff with a diverse set of credentials such as JD, MBA, CFP®, CFA, CVA, and CBA as well as former owners and operators of advisory businesses. Every year we now conduct over 1,000 valuations, manage 2,000 succession and continuity plans, and facilitate 100+ M&A transactions.FP Transitions provides end-to-end consulting solutions on M&A, succession, valuation and benchmarking, multi-gen growth, entity structure and compensation design.Whether you are looking for help establishing an enduring sustainable business or evolving into one, we are here to help with equity management, acquisition readiness, preparing your business for sale, and legal support whether you find your own M&A target or do so via our marketplace. FP Transitions will help you lay the groundwork for a smooth transition of ownership whether buying, selling, or sharing equity within your firm.Go to www.fptransitions.com to learn more or schedule a call with anyone on my team at https://meetings.hubspot.com/marketing-fp-transitions/schedule-a-consultation