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
The Largest M&A Marketplace for Independent Advisors
17,000+ Valuations Completed
Advisors Who Trust Us
We cannot put into words the value of FP Transitions’ assistance in the completion of not only a business transaction, but a realization of our dreams. To take two desires, expressed by two unique visions, and craft them into one unified voice of agreement takes both a masterful execution of tactics and a beautiful dance of humanity on the part of he who is firmly caught in the middle.
Steven and Herman
We worked with FP Transitions to set up a succession plan for our firm. Five years later, we’re on our second round of successful sales to the next generation of owners. Having all of the specialists – Equity Management Solutions®, Consulting, Valuation, Analytics and Legal – under one roof has made for a smooth process each time.
Charlie Fitzgerald, III, CFP®
Moisand Fitzgerald Tamayo LLC
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