Welcome to FP Transitions.com
Who is FP Transitions?FP Transitions 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 country. FP Transitions’ expertise also includes continuity planning, practice benchmarking, 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 private benchmarking studies.How Can We Help You?To get started, we’re pleased to provide you with free access to our website for one year to help you better understand who we are and what we do – no obligations, it’s free. Use your membership to learn more, and to participate in the process of buying or selling a financial services practice – sign up for free notification of new listings. Our longer term goal is to help you effectively and efficiently manage the equity value of your financial services practice, from setting up the proper business and organizational structure to implementing a lifestyle retirement plan over the last 10 to 20 years of your career. We understand that managing the equity you’ve built, or are still building, is an ongoing process, not a one-time event. Get started with your free site membership today, and then take the time to learn more about equity management – it will change how you do business forever. What is Equity Management?Equity management is the process of helping financial advisors determine, protect, and optimize the value of their practices. To accomplish these tasks, equity management necessarily includes building a business and organization structure (large or small) that can provide you with the reward you’ve earned, whether that is cashing out and walking away one day, or perpetuating the business and the compensation you’ve become accustomed to for many years to come as you work well past the traditional retirement age. We help you manage one of the most valuable assets you own, your financial services practice, and we provide our services in a unique way: the Equity Management System.
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Getting Started with Your MembershipSign up for a complimentary membership using promotional code: FIDELITY100 | |
