Welcome to FP TransitionsFP 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. | |
 |   |
Equity Management: Determining, Protecting, and Maximizing Practice Value
All of the services that FP Transitions provides are a part of the equity-management life cycle. The concept of equity management, first introduced to the industry in a white paper by FP Transitions, is focused on helping practice owners monitor, protect, and realize the value of their life’s work while providing for the long-term care and retention of the clients they serve. For a free copy of this groundbreaking white paper, sponsored by Pershing, LLC, please contact us (800-934-3303).
 |  |  |
 |  |  |
 |  |  |
