FP Transitions in the News

Press Releases

FP Transitions Announces Practice Values Continue to Increase Based on Strong Demand February 12th 2013
FP Transitions Shows Practice Value Rebound in 2011 February 29th, 2012
FP Transitions Show Practice Value Decline in 2010 March 14th, 2011

In the News

National Planning Holdings Creates Succession Partnership to Improve Practice Management and Succession Planning Support for Financial Advisors
Business Wire

LPL Advisors Focus on Succession Planning
Financial Advisor Magazine
Mimi Bock, executive vice president of business consulting at LPL Financial, and Brad Bueermann, a leading succession planning expert from FP Transitions, ...

For Succession to be success, advisers must face their fears
InvestmentNews
.. not surprisingly, most popular succession-planning strategy in the industry today,” said David Grau, president of FP Transitions, an investment bank for ...

TD Ameritrade Institutional Expands Practice Management Tools
BusinessWire
In an effort to help advisors build value and protect the legacy of their firms, TD Ameritrade Institutional has teamed with FP Transitions, ...