Welcome to FP Transitions

FP Transitions is the nation’s leading provider of equity management, valuation, and succession planning services for the financial services industry, and operates the largest open market for buying and selling financial service practices in the U.S. Working in cooperation with broker-dealers, custodians, clearing firms, and insurance companies, FP Transitions provides its services to advisors, registered reps, and insurance agents of all sizes. FP Transitions’ expertise includes practice valuations, continuity planning, practice benchmarking, strategic consulting, performance coaching, succession planning, entity formation and maintenance, internal ownership track set up and management, and mergers and acquisitions.