Membership program designed to support advisors on their journey to value, protect, grow, and transition their business to the next generation.

Growth tools and coaching
for forward-thinking owners looking to enhance their
business through a variety of strategies, including growth and
acquisition recommendations.

Essential business tracking and protection tools for business owners seeking to grow their business value.

Establishing a practical plan to protect against an advisor’s sudden death or disability. Continuity Planning is a benefit of our Equity Management Solutions® Membership. Click below to learn more.

Qualified buyers meet the
criteria of the seller, have
the financial capability to purchase the business, have the capacity
to take on the acquired assets
and clients, understand the
M&A process and can craft
a compelling letter of inquiry.

A strategic blueprint outlining the process of transitioning out of their advisory practice, whether due to retirement, a career change, or other reasons. Schedule with one of our experts to learn more.

Developing and executing
unique plans that engage multiple
owners and protect firm value.

Assistance completing an M&A transaction. With an award-winning M&A team at your side, you can place confidence in the process. At every turn, our team has been there, seen that, and navigated it. Once you begin this journey, you can expect a lockstep approach with constant and professional communication.

Not sure what’s next? Seller Services can help guide you on the right path. Schedule with one of our experts to learn more.

Business valuations are useful for a variety of reasons, including mergers, acquisitions, and succession planning purposes. They can also be used for more personal reasons like estate tax or charitable gifts.

The purpose defines the path. Are you looking to assess the synergistic value of a practice, envisioning its integration into a larger entity? Or are you focused on the future economic benefits that will flow to the buyer or investor? The purpose sets the stage for the valuation journey.

Tailored specifically for your unique needs, FP Transitions offers custom solutions regardless of your business stage. Schedule with one of our experts to learn more.

FP Transitions has partnered with the NM Home Office to forge a strong partnership that began on the drawing boards years before field implementation started. This partnership continues as we work together to serve you.

Become a partner in a buy-sell agreement with another firm, covering scenarios like death or disability. This service, provided by FP Transitions, matches advisors together who are seeking continuity protections but do not have prospective partners in their existing networks.