We guide over 2,000 firms each year through M&A, business valuations, equity solutions and ‘value growth’ consulting. Through our proprietary Equity Management Solutions® program, we offer the industry’s most thorough benchmarking data spanning more than 14,000 certified valuations, backed by a team of nearly 60 professionals.

Dedicated to the advancement and sustainability of the wealth management industry, FP Transitions transforms practices into thriving businesses through proper entity structure, intelligent compensation design, and equity pathways that allow a smooth transition of ownership while increasing firm value.

For more than two decades, FP Transitions has pioneered and revolutionized our industry’s premier succession and transition planning strategies and houses a full-service M&A department that has completed more advisory transactions than any other advisory broker in the country.