FP Transitions
Financial ServicesView the employees at
FP Transitions-
Jenna Brandt Front Office Coordinator at FP Transitions
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Portland, Oregon, United States
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Rising Star
Tiffany Souza HR Generalist-
Portland, Oregon Metropolitan Area
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Rising Star
Sylvia Maclean Team leader at FP Transitions-
Redwater, Alberta, Canada
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Rising Star
Darlene Galster Listings Coordinator at FP Transitions-
Portland, Oregon Metropolitan Area
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Rising Star
Aaron Wells, CVA Director of Valuations at FP Transitions-
Greater Chattanooga
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Rising Star
Overview
FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. 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. We've served over 20,000 advisors in our 20+ years of 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 Solutions™ membership program designed to help advisors value, protect, and grow their businesses. Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.
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