Focused on helping financial advisors value, protect, grow, and transition their businesses from one generation to the next, our team includes an in-house legal department, financial analysts, certified valuation specialists, and seasoned business consultants-all spanning nearly a century of combined experience.
Using a full-service, concierge approach to supporting advisors during key points in their life cycle, our comprehensive and customized solutions enable wealth managers to achieve their goals for mergers & acquisitions, enterprise development, valuation, and growth.
Using a full-service, concierge approach to supporting advisors during key points in their life cycle, our comprehensive and customized solutions enable wealth managers to achieve their goals for mergers & acquisitions, enterprise development, valuation, and growth.
Services
Restructuring ownership-level compensation structures to support internal ownership tracks. This kind of work takes a talented group of people who aren't afraid to pioneer the concepts needed to help you succeed, and to evolve time-honored approaches to meet the demands of a new century of rules, regulations, and taxes.
We have helped hundreds of financial advisors grow, protect, and transition their businesses from one generation to the next. Meet some of the advisors we've worked with over the years and hear their stories about succession, mergers & acquisitions, and strategic planning. We're revisiting a thriving successor team six years later to check in on their accomplishments and achievements.
We are always interested in hearing from passionate professionals who want to join our team. Graphic Designer - The Graphic Designer works alongside the FP Transitions creative team to maintain and strengthen the established identity of the FP Transitions brand. This role requires a creative thinker who can take complex ideas and turn them into visually appealing designs that are easy to understand.
Create a sustainable business that lasts beyond your lifetime. We'll help you build a multigenerational team that can support your clients for years to come. A formal valuation is the first step in any growth or exit strategy. Using our comprehensive, proprietary database, we deliver accurate, market-based estimates of value.
Thriving, growing businesses experience many challenges-solving them often requires unique solutions. Whether your goals include M&A, recruitment, talent retention, compensation improvements, continuity or succession planning, or optimizing your operations to simultaneously power both top-line growth and bottom-line profitability, FP Transitions' Enterprise Consulting will help you take your business to the next level.
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