FP Transitions MembershipFP Transitions is the nation's largest and best known succession, valuation, and acquisition consulting firm for the financial services industry. In order to help independent registered reps, registered investment advisors, certified public accountants and insurance agents with managing the equity in their practice, FP Transitions provides a variety of services to suit the needs of your specific practice.
Equity Management SystemFP Transitions monthly subscription program, The Equity Management System, or EMS, is a comprehensive consulting package that includes all of FP Transitions core consulting services. For $95 per month, this package is perfect for any advisory practice regardless of the stage of their business. Want to learn more about EMS? Watch this video, or read some of our client success stories.
Consulting ServicesIf you are interested in one of our services, at a one time fee, check out our variety of consulting packages specifically designed to help solve some of the biggest gaps business owners miss when planning for the next step of their company.
Listing MembershipIf you are looking to purchase a practice for sale, site membership to FPTransitions.com is a must as a part of any acquisition plan. For $150 per year, this is an excellent way to stay connected to the current open market listings.