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FP Transitions Named Top 10 Valuation Service Companies - CFO Tech Outlook

The Opportunity of a New Year

M&A, State of the Market, FPT in the News

FPT in the News - Journal of Financial Planning: Lay the Foundation for the Next Generation of Ownership

FPT in the News - The New York Times : Wealth Advisory Firms Are Merging, but What’s in It for Clients?

Business Growth, FPT in the News, Sustainability, New York Times

FPT in the News - FA Magazine : Roadmap to an Internal Succession Plan

David Grau Sr., JD on Advisor2Advisor Podcast

Succession Planning, FPT in the News, Mergers

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