FP Transitions, based in Portland, Oregon, is the nation’s leading provider of equity management, valuation, private consulting, 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. Since opening its doors in 1999, FP Transitions has completed more financial service transactions and mergers than any investment banker or business-broker in the country. FP Transitions works to embody its mission statement, providing innovative information and expertise on continuity planning, practice management and benchmarking, personalized compensation studies, internal and external succession planning, entity formation and maintenance, internal ownership track set up and management, equity compensation strategies, and mergers and acquisitions.
The firm also specializes in the valuation and analysis of intangible, privately-held, financial service based businesses, and has completed over 2,500 valuations and more than 600 benchmarking studies. In the course of its work, FP Transitions has developed and utilizes one of the largest practice management and operational databases in the financial services and insurance industries. FP Transitions works with independent broker-dealers, registered investment advisors, custodians, and insurance providers, and their representatives, advisors, and agents to develop and implement business transition systems and procedures and equity-based valuation solutions.
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