Newsroom
Welcome to the FP Transitions Newsroom
Here, we open our doors to innovation and the stories that shape our narrative. Dive into a treasure trove of press releases, media coverage, and exclusive content offering a behind-the-scenes look at our strides in the industry. From groundbreaking achievements to community initiatives, our newsroom is a dynamic space where our journey unfolds in real-time. Join us as we share our triumphs, challenges, and aspirations, inviting you to be part of our evolving narrative.

25+ Years
in Service

100 M&A
Transactions Annually
.png?width=400&height=400&name=FPT__Group%20(3).png)
70+ Professionals
on Staff

17,000+ Advisory Businesses Served
Meet Our Experts
Media Resources

Press Releases

Industry Studies
Recent Press
-
February 21, 2025
How to Get an Accurate RIA Valuation, Then Triple It
ThinkAdvisor
-
February 18, 2025
How Advisory Firms That Spread The Equity Create More Value
Financial Advisor
-
January 06, 2025
Four ways business valuation can drive your firm’s future
Citywire RIA
-
October 09, 2023
Lawrence Financial Planning Amplifies Client Benefits Through Merger with Oasis Wealth Planning Advisors
GLOBE NEWSWIRE
-
July 26, 2023
M&A Gusto Continues: FP Transitions Rallies to Meet Demand
GLOBE NEWSWIRE
-
March 12, 2023
Propelled by recent growth, FP Transitions hits a valuation milestone and invests in its own expertise.
GLOBE NEWSWIRE
-
February 07, 2023
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
GLOBE NEWSWIRE
-
December 15, 2022
Partnership between FMG and FP Transitions ignites 360-degree growth...
Globe Newswire
-
December 15, 2022
Partnership between FMG and FP Transitions ignites 360-degree growth solutions for independent advisor businesses
GLOBE NEWSWIRE
-
December 01, 2022
Fintech Pivots To Prepare For An M&A-Laden Future
Financial Advisor
-
November 29, 2022
Succession Planning Then and Now with David Grau Sr.
Wealth Management
-
November 22, 2022
New RIA acquirer makes second billion-dollar deal in a month
Financial Planning
How we can help
Our experts have been providing innovative and strategic business solutions to financial professionals for over 20 years, and we are available to contribute:
- Historical M&A data
- Expert commentary
- Industry analysis
- Professional insight
- Quotes, statements and interviews