ABOUT US

FP Transitions, based in Portland, Oregon, 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 independent and captive financial advisors, registered reps, and insurance agents of all sizes.

As the creator of the open market listing system in 1999, FP Transitions has steadily broadened its service offerings to the point where it is now the leading provider of practice valuations and equity building tools in the industry. FP Transitions’ expertise also includes 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.