Financial Transition Services

Founded in 2009, Financial Transition Services specializes in addressing the complex needs of financial advisors planning for the future of their practices. The company provides a comprehensive suite of services including business valuation, succession planning, practice acquisition and merger consulting, and talent acquisition. Their mission is to help financial professionals realize the value of their life's work and ensure a smooth transition for their business and clients, focusing exclusively on the unique challenges and opportunities within the financial advisory space.