Founded in 1999, FP Transitions is the nation's foremost consultant for independent financial advisors. The company offers a comprehensive suite of solutions that span the entire life cycle of a financial services business. Its core services include business valuation, equity management, succession and continuity planning, practice management, and merger and acquisition (M&A) consultation and representation. FP Transitions' mission is to empower financial professionals to build sustainable, transferable businesses that can successfully transition to the next generation of owners.

Founded in

United States