The privately-owned firm's executive leadership team also includes Eric. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals. We've experienced growth of nearly 20 per year since 2017, shares Brad Bueermann, Principal and CEO of FP Transitions. Our team of 45+ includes an in-house legal department, financial analysts and modelers, certified valuation specialists, and seasoned business consultants-all spanning nearly a century of combined experience. Lean on our experience to have confidence in your exit plan. Employer identification number (EIN):, 800881504. The team and culture is very progressive, innovative, collaborative, and flexible. With over 20 years' experience in the wealth management space, our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management System®-a membership program designed to help advisors value, protect, and grow their businesses. FP Transitions’ team can help you evaluate the offers, identify the opportunities and drawbacks, and document a fair transaction. FP Transitions became one of the standouts in the wealth management world, specializing in the valuation and analysis of the intangibles that make advisory. FP TRANSITIONS, LLC has sponsored the creation of one or more 401k plans. FP Transitions has been around for over 20 years and has very low team member turn over. The FP community needs to step up on transition thinking and action. FP Transitions, based in Lake Oswego, Oregon, has a team of 40 people that specialize in building financial services businesses of enduring. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. Market Services Build Lists Research Sectors Uncover Opportunities. FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. 3.5K M&A Advisors 181K Transactions 186K Companies. : Buying, Selling, and Valuing Financial Practices + Website - The FP Transitions M&A Guide (Hardback): Language: English.
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