Advisor Success Stories

I turned to FP Transitions to help build a truly multi-generational firm. Initially, I thought I could manage the process with an accountant and attorney at a lower cost, but FP’s expertise, infrastructure, and structured process were invaluable. They helped us navigate tough conversations, define partnerships, and institutionalize systems that have driven growth beyond expectations. The experience was thorough, organized, and absolutely worth it. FP Transitions delivered clarity, strategy, and results—I wouldn’t build a business without them.

I found my acquisition opportunity through SEI and engaged FP Transitions for acquisition support. Their neutral, experienced guidance clarified the complexities of the deal, ensuring both parties felt represented and informed. The valuation process was straightforward and affordable, providing a solid foundation for negotiations. FP Transitions’ legal and acquisition support streamlined everything—from agreement drafting to structuring the deal—helping to maximize the value of my investment. I only wish I had used them for my first acquisition. For anyone considering a similar path, I highly recommend FP Transitions—it’s well worth the investment.

For several years, FP Transitions has been an invaluable collaborator, guiding us through numerous business shifts. Their expertise ranges from providing a comprehensive business valuation analysis, onboarding G3 advisors, to crafting succession plans. Our discussions with FP Transitions consistently result in actionable insights that drive our business planning and growth. We deeply value our partnership with FP Transitions and their exceptional team.

Six years ago, we teamed up with FP Transitions to craft a succession blueprint for our company. Today, we're thrilled to be executing our fourth series of transitions to the next wave of owners. The integrated expertise of FP Transitions, encompassing Consulting, Valuation, Analytics, and Legal services, has consistently streamlined the process, ensuring each handover is a success.

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 – EMS, Consulting, Valuation, Analytics and Legal – under one roof has made for a smooth process each time.

I want to compliment the FP Transitions team for their exceptional EMS™ Program! I simply must commend the team for curating an abundance of highly useful exclusive resources. Thank you, FP Transitions, for being a powerful and positive force in our industry. The depth and quality of their resources have truly transformed how we approach our work. Their commitment to excellence is evident and greatly appreciated.

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.

Nearly a decade ago, we engaged FP Transitions with a clear goal in mind: to accurately value our practice and lay the foundation for the transition of ownership. Their guidance was invaluable. From the beginning, they expertly navigated us through each step, offering wise counsel and ensuring nothing was overlooked. Reflecting on the journey, I cannot think of anything which should have been done differently. The fee paid to FP Transitions was an excellent investment for our firm, not an expense.

I teamed up with FP Transitions for an M&A deal, and I’m thrilled with the experience. Their excellent communication, honesty, and clear guidance made the process seamless. Their positivity transformed what could have been a stressful situation into an enjoyable one. FP's trustworthiness and expertise benefit both buyers and sellers, making them invaluable. They helped discern the right fit, provided extensive legal expertise, and navigated all nuances seamlessly. Overall, working with FP was a positive and fulfilling experience. I highly recommend them to anyone in the M&A market.

Partnering with FP Transitions has been an exceptional experience. Right from the start, their consultants' friendly demeanor and unwavering support made the acquisition process smooth sailing. Their depth of knowledge and expertise shone through in every interaction, presenting opportunities that perfectly aligned with my needs and aspirations. Their professionalism has been consistently impressive, and collaborating with them over the past few years has been a true pleasure.

As the owner of an independent RIA, as my firm has grown, it’s become crucial to add additional resources to serve our clients. There is a plethora of information in our industry that can be quite overwhelming. Thankfully, I found a number of caring professionals at FP Transitions who helped guide me through a process that solidified next steps. From valuing my business, to consulting on succession and continuity planning, and developing a path for partnership for my team members, I now have a solid plan for continued growth and prosperity for me, our firm, and our clients.

I am beyond grateful for the incredible EMS™ team at FP Transitions! Their unwavering support and expertise have made me feel completely confident in their company. From answering my questions to guiding me through every step, they've been amazing. Though I haven't made a purchase yet, I'm eagerly anticipating the opportunity with this exceptional team. Thank you for an enriching experience!

The FP Transitions experience has been the most professional engagement I have ever been a part of. The entire team is always on time, well prepared for every meeting and thoughtful about my specific engagement at all times. Everyone is completely knowledgeable within their specific area and impact their wisdom on my specific firm.

Our firm recently acquired three businesses. Two deals leveraged the Transaction Support services with FP Transitions - those deals completed in a matter of weeks. Third had a seller who chose not to use those formal services and it took 6 months to finalize that transaction with many frustrations along the way. Going forward we won't execute M&A transactions without the support of FP Transitions.

FP Transitions operates with unwavering honesty and fairness, ensuring a balanced support system for both buyers and sellers. Their dedication to driving deals to completion is unmatched, resulting in a smooth and seamless process. With their stellar reputation in the industry, I gained access to numerous positive merger opportunities. Trustworthy, efficient, and well-connected, FP Transitions is the ultimate partner for navigating transitions in the financial world.

FP Transitions has been an invaluable strategic partner. They not only provide us with critical valuation services during underwriting, but also offer our clients a comprehensive suite of services – from M&A consulting to legal support. What we really appreciate is how they've been there to assist our clients with internal succession challenges, organizational hurdles, and even revamping compensation structures. Their extensive customer base and impressive deal volume give them a unique perspective on the industry, which has proven incredibly beneficial to us and our clients. Our longstanding partnership with them has only strengthened over the years, leading to a higher success rate in collaborations. We look forward to continuing this valuable collaboration for many years to come.

Transitioning from a major broker dealer to acquiring four books of business and establishing an independent office was quite the challenge, especially when it came to dealing with all the legal documentation. Thankfully, FP Transitions was there every step of the way, providing us with invaluable guidance and support to build a solid foundation for our new venture. It's impressive how, in just 6 months, FP's internal legal team managed to draft 54 legal documents tailored precisely to our needs. Partnering with FP significantly reduced our risk, especially with the flexible earnout purchase model based on revenue. The experience taught us the importance of thorough education and meticulous documentation, making our transition smoother and more secure, all thanks to the expertise and assistance of FP Transitions.

Our partnership with FP Transitions has been incredibly beneficial, providing end-to-end solutions spanning M&A, valuation, consulting, in-house legal support, and ongoing coaching through their EMS™ membership services. Working with FP, we have seen our clients increase their enterprise value with organizational realignment. Others have improved their financials with detailed compensation redesign. While some have built enduring businesses with the design and implementation of succession plans. With FP's deep understanding of their clients, we have confidence that referrals align seamlessly with our business objectives. Over the years, our enduring partnership has flourished, resulting in an elevated success rate in our joint endeavors. They're truly a cornerstone of our strategic partnership.

FP Transitions proved exceptional in handling our valuation and financial analysis. The meticulous fact-finding inspired confidence in their grasp of our financial landscape. Their invaluable expertise in the Northwestern Mutual system streamlined the information transfer, saving us time and effort.  FP’s use of proprietary models made things easy to digest and alter potential outcomes. During the valuation, they balanced detailed insights with high-level explanations. We highly endorse FP Transitions for their proficiency and eagerly anticipate future engagements for additional equity partner conversations.

Your assessment process has been thorough and has truly helped me define my goals. It’s been so helpful getting guidance from knowledgeable professionals - to be connected to this level of expertise.