M&A Opportunities
Explore the list of financial services practices currently listed on the FP Transitions open market.
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IAR/RR
#25-524 | Central Indiana
REVENUE: $195,476
ASSETS: $22,300,139
Accepting Inquiries
IAR/RR
#25-524 | Central Indiana
REVENUE: $195,476
ASSETS: $22,300,139
Accepting Inquiries
Hybrid
#24-522 | New York Metro
REVENUE: $114,000
ASSETS: $14,500,000
Accepting Inquiries
Hybrid
#24-522 | New York Metro
REVENUE: $114,000
ASSETS: $14,500,000
Accepting Inquiries
RIA
#24-521 | Vermont
REVENUE: $600,000
ASSETS: $147,000,000
Accepting Inquiries
RIA
#24-521 | Vermont
REVENUE: $600,000
ASSETS: $147,000,000
Accepting Inquiries
IAR/RR
#24-520 | Florida
REVENUE: $463,553
ASSETS: $66,118,000
Accepting Inquiries
IAR/RR
#24-520 | Florida
REVENUE: $463,553
ASSETS: $66,118,000
Accepting Inquiries
IAR/RR
#24-518 | New Jersey
REVENUE: $584,845
ASSETS: $92,000,000
Accepting Inquiries
IAR/RR
#24-518 | New Jersey
REVENUE: $584,845
ASSETS: $92,000,000
Accepting Inquiries
RIA
#24-515 | Pacific Northwest
REVENUE: $3,500,000
ASSETS: $300,000,000
Accepting Inquiries
RIA
#24-515 | Pacific Northwest
REVENUE: $3,500,000
ASSETS: $300,000,000
Accepting Inquiries
Hybrid
#24-512 | Upper Midwest
REVENUE: $7,900,000
ASSETS: $850,000,000
Accepting Inquiries
Hybrid
#24-512 | Upper Midwest
REVENUE: $7,900,000
ASSETS: $850,000,000
Accepting Inquiries
RIA
#24-503 | Minnesota
REVENUE: $1,873,112.92
ASSETS: $170,000,000
Accepting Inquiries
RIA
#24-503 | Minnesota
REVENUE: $1,873,112.92
ASSETS: $170,000,000
Accepting Inquiries
RIA
#24-488 | Pacific Northwest
REVENUE: $2,500,000
ASSETS: $440,000,000
Accepting Inquiries
RIA
#24-488 | Pacific Northwest
REVENUE: $2,500,000
ASSETS: $440,000,000
Accepting Inquiries
RIA
#24-516 | Northwest
REVENUE: $210,000
ASSETS: $46,000,000
Interviewing Finalists
RIA
#24-516 | Northwest
REVENUE: $210,000
ASSETS: $46,000,000
Interviewing Finalists
RIA
#24-506 | Texas
REVENUE: $137,620
ASSETS: $12,000,000
Interviewing Finalists
RIA
#24-506 | Texas
REVENUE: $137,620
ASSETS: $12,000,000
Interviewing Finalists
Hybrid
#24-505 | Southeastern United States
REVENUE: $3,579,000
ASSETS: $535,485,558
Interviewing Finalists
Hybrid
#24-505 | Southeastern United States
REVENUE: $3,579,000
ASSETS: $535,485,558
Interviewing Finalists
RIA
#24-502 | Illinois
REVENUE: $2,700,000
ASSETS: $510,000,000
Interviewing Finalists
RIA
#24-502 | Illinois
REVENUE: $2,700,000
ASSETS: $510,000,000
Interviewing Finalists
RR
#23-475 | Kentucky
REVENUE: $303,861
ASSETS: $36,000,000
Interviewing Finalists
RR
#23-475 | Kentucky
REVENUE: $303,861
ASSETS: $36,000,000
Interviewing Finalists
IAR
#24-519 | Oregon
REVENUE: $700,000
ASSETS: $66,000,000
Reviewing Offers
IAR
#24-519 | Oregon
REVENUE: $700,000
ASSETS: $66,000,000
Reviewing Offers
RIA
#24-514 | Greater Seattle Area
REVENUE: $1,450,000
ASSETS: $165,000,000
Reviewing Offers
RIA
#24-514 | Greater Seattle Area
REVENUE: $1,450,000
ASSETS: $165,000,000
Reviewing Offers
RIA
#24-495 | Texas
REVENUE: $650,000
ASSETS: $85,000,000
Offer Accepted
RIA
#24-495 | Texas
REVENUE: $650,000
ASSETS: $85,000,000
Offer Accepted
RIA
#24-490 | North Central Florida
REVENUE: $416,500
ASSETS: $33,328,721
Offer Accepted
RIA
#24-490 | North Central Florida
REVENUE: $416,500
ASSETS: $33,328,721
Offer Accepted
RIA
#24-487 | Kansas City, Missouri
REVENUE: $236,822
ASSETS: $28,480,000
Offer Accepted
RIA
#24-487 | Kansas City, Missouri
REVENUE: $236,822
ASSETS: $28,480,000
Offer Accepted
IAR/RR
#24-485 | Pennsylvania
REVENUE: $1,750,000
ASSETS: $220,000,000
Offer Accepted
IAR/RR
#24-485 | Pennsylvania
REVENUE: $1,750,000
ASSETS: $220,000,000
Offer Accepted
RIA
#24-480 | Southeast
REVENUE: $1,178,013.93
ASSETS: $109,279,631
Offer Accepted
RIA
#24-480 | Southeast
REVENUE: $1,178,013.93
ASSETS: $109,279,631
Offer Accepted
RIA
#24-477 | California
REVENUE: $317,940
ASSETS: $20,739,446
Offer Accepted
RIA
#24-477 | California
REVENUE: $317,940
ASSETS: $20,739,446
Offer Accepted
IAR/RR
#23-438 | Kansas City
REVENUE: $904,928
ASSETS: $230,000,000
Offer Accepted
IAR/RR
#23-438 | Kansas City
REVENUE: $904,928
ASSETS: $230,000,000
Offer Accepted