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.
View Top Employees from FP TransitionsWebsite | http://www.fptransitions.com |
Revenue | $20 million |
Funding | $350000 |
Employees | 78 (78 on RocketReach) |
Founded | 1999 |
Address | 4900 Meadows Suite 300, Lake Oswego, Oregon 97035, US |
Phone | (800) 934-3303 |
Fax | (503) 452-4205 |
Technologies |
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Industry | Financial Services, Finance General, Banking, Equity Management Services for Financial Professionals, Finance, Comprehensive Valuation Services, Lending and Investments, Succession Planning Experts, Consulting, Entity Creation Services, Insurance, Venture Capital |
Web Rank | 4 Million |
Keywords | Fp Transitions, What Is Important When Considering A Merger, Darlene Galster, Jessica Mann 937 605 8334, Geography Value Driver |
Competitors | ECHELON Partners, Ferro Labella & Weiss L.L.C., Grandtag Financial Consultancy & Insurance Brokers Limited, Harvest Business Advisors, Succession Resource Group |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular FP Transitions employee's phone or email?
The FP Transitions annual revenue was $20 million in 2024.
David Grau is the President and Founder of FP Transitions.
78 people are employed at FP Transitions.
FP Transitions is based in Lake Oswego, Oregon.
The NAICS codes for FP Transitions are [52, 523, 5239, 52393].
The SIC codes for FP Transitions are [62, 628].