Welcome to FP TransitionsFP Transitions is the nation's largest and oldest succession, valuation, and acquisition consulting firm for the financial services industry. We help independent registered reps, registered investment advisers, certified public accountants and insurance agents manage the equity in their practice, from initial valuation, through continuity planning, to long-term retirement strategies. Our goal is to put every independent advisor in complete control of their practice's value. | ||
Membership Benefits Members have access to the largest collection of open market listings, succession planning articles, podcasts, calculators, and tools available in the industry. | News & Events NEW EquityBuilder The most powerful benchmarking tool in the financial services industry! Read the groundbreaking, Pershing-sponsored white paper to learn about this important concept. | |
Equity Management Action PlanFP Transitions helps advisors with their succession plans, one step at a time. We start by first defining practice value. Second, we focus on protecting practice value against death or disability. Once these issues have been addressed, we can help plan for your eventual retirement, whether it is immediate, two years away, or ten. Planning now will help safeguard the value you've built in your practice for your family and your clients. FP Transitions is the recognized leader in practice valuation and succession planning strategies in the financial services industry. We’ll help you through these important steps: | ||
Step 1: Value Your Practice The first step as an owner, whether buying a practice or creating your succession plan, is to know the value of your practice. |
Create a written disaster plan to protect your value, your clients, and your business in case of a disaster. Let us help you create a practical, industry standard plan. |
The final stage of your succession timeline is creating an exit plan and realizing your value. |
Growth & Practice Management FP Transitions is dedicated to assisting advisors grow their practice through acquisition or through building a stronger, more stable business (EquityBuilder and EntityBuilder ). We have the largest listing service in the country for financial professionals |
