Skip to content

About

"We provide advice and expertise to independent advisors who to seek to identify, build, and realize their equity value."

FP Transitions is the nation's preeminent consulting firm dedicated to wealth managers and independent financial advisors. We guide over 2,000 firms each year through M&A, business valuations, equity solutions and ‘value growth’ consulting. Through our proprietary Equity Management Solutions® program, we offer the industry’s most thorough benchmarking data spanning more than 14,000 certified valuations, backed by a team of nearly 60 professionals.

Dedicated to the advancement and sustainability of the wealth management industry, FP Transitions transforms practices into thriving businesses through proper entity structure, intelligent compensation design, and equity pathways that allow a smooth transition of ownership while increasing firm value.

For more than two decades, FP Transitions has pioneered and revolutionized our industry’s premier succession and transition planning strategies and houses a full-service M&A department that has completed more advisory transactions than any other advisory broker in the country.

100+ Independent Advisory Businesses Established or Restructured per Year

100+ Independent Advisory Businesses Established or Restructured per Year

The Largest M&A Marketplace for Independent Advisors

The Largest M&A Marketplace
for Independent Advisors

16,000+ Valuations

16,000+ Valuations
Completed

Advisors Who Trust Us

Join Our Email List

Get more #FPInsights delivered straight to your inbox.