Lake Oswego, United States
FP Transitions is a specialized business consulting firm offering end-to-end solutions in the finance and legal tech sectors, catering specifically to wealth managers and independent financial advisors. With a full-service, concierge approach, the company provides support during key points in advisors' life cycles, aiming for long-term, sustainable business growth.
Established in 1999 and headquartered in the United States, FP Transitions has amassed 20+ years of experience in wealth management, having served over 20,000 advisors. Its offerings include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, and growth strategies. The company also provides the Equity Management Solutions™ membership program, designed to assist advisors in valuing, protecting, and growing their businesses.
Notably, FP Transitions boasts a team of 60+ professionals, including a full-service legal department, financial analysts, modelers, valuation specialists, and seasoned business consultants. This expertise enables FP Transitions to provide innovative and strategic business solutions to financial professionals, aiding them in building multi-generational firms with enduring business value.
