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NEW FPInsights® Estimated Value Index

Our Services

ConsultingEnd-to-end solutions for transforming businesses of sustainable value. M&ALaying the groundwork for a smooth transition of ownership whether buying, selling, or sharing equity within your firm. Succession PlanningMasterfully designing and implementing multigenerational teams. ValuationDelivers a baseline understanding of firm value, highlighting multiple levers for protecting, growing, and transitioning.
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25+ Years
in Service

15,000+ Advisory Businesses Served

100+ M&A
Transactions Annually

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70+ Professionals
on Staff

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17,000+ Advisory Businesses Served

Latest Resources

  • FPInsights® Estimated Value Index

    FPInsights®

    Topics:
    Valuation & Benchmarking, Growth, Enterprise Growth, Sustainability

    Read more

  • FPInsights® Executive Dashboard

    FPInsights®

    Topics:
    Valuation & Benchmarking, Enterprise Growth, Growth, Member Resource

    Read more

  • FPInsights® Value Index

    FPInsights®

    Topics:
    Member Resource, Valuation & Benchmarking, Growth

    Read more

  • How Ready is Your Firm for AI?

    assessment

    Topics:
    Artificial Intelligence (AI), Internal Succession & Equity, Valuation & Benchmarking

    Read more

  • Building AI-Enabled Value: A Practical Guide for Advisory Firm Owners

    e_book

    Topics:
    Artificial Intelligence (AI), Exit Planning, Internal Succession & Equity, Valuation & Benchmarking

    Read more

  • What's Limiting Your Enterprise Value?

    assessment

    Topics:
    Enterprise Growth, Valuation & Benchmarking, Exit Planning, Sustainability

    Read more

  • Growth by Design: Building a Business That Scales Without the Strain

    webinar

    Topics:
    Growth, Enterprise Growth, Sustainability, Client Experience

    Read more

  • How AI Tools Are Supporting Capacity and Profitability in Financial Advisory Businesses

    article

    Topics:
    Artificial Intelligence (AI), Operations

    Read more

  • Building an Advisory Business to Scale: Operational Alignment Guide

    worksheet

    Topics:
    Enterprise Growth, Valuation & Benchmarking, Sustainability

    Read more

  • Does AI Increase the Value of Your Advisory Firm?

    blog

    Topics:
    Enterprise Growth, Sustainability, External Sale, Valuation & Benchmarking, Next-Gen

    Read more

  • Compensation that Builds Value: A leadership playbook for growth, retention, and transferability in advisory firms

    e_book

    Topics:
    Compensation, Sustainability, Next-Gen

    Read more

  • Five Operational Red Flags that Limit Enterprise Value

    blog

    Topics:
    Enterprise Growth, Valuation & Benchmarking, Internal Succession & Equity, Entity & Business Structure

    Read more
View all resources

Current M&A Offerings

Opportunities

Advisors Who Trust Us

  • Star Star Star Star Star

    Partnering with FP Transitions has been an exceptional experience. Right from the start, their consultants' friendly demeanor and unwavering support made the acquisition process smooth sailing. Their depth of knowledge and expertise shone through in every interaction, presenting opportunities that perfectly aligned with my needs and aspirations. Their professionalism has been consistently impressive, and collaborating with them over the past few years has been a true pleasure.

    Timothy F. Fisher, CFP®, MPAS

    Managing Director, Wealth Advisor, Carson Wealth

  • advisors who trust us
    Star Star Star Star Star

    Six years ago, we teamed up with FP Transitions to craft a succession blueprint for our company. Today, we're thrilled to be executing our fourth series of transitions to the next wave of owners. The integrated expertise of FP Transitions, encompassing Consulting, Valuation, Analytics, and Legal services, has consistently streamlined the process, ensuring each handover is a success.

    Sonia Ernst

    Managing Partner, Manager of Trading and Operations, Cabot Wealth Management

  • Quote
    Star Star Star Star Star

    When I decided to sell my firm, FP Transitions was top-of-mind. From the moment I contacted them to inquire about their services, I knew I was in good hands. Working with FP Transitions was superb from start to finish. The senior M&A consultant was responsive, caring, and professional throughout the entire process. She understood the importance of this transaction and communicated clearly and quickly during every stage. I am grateful for her expertise. I would, without hesitation, recommend FP Transitions to anyone looking to sell or merge their firm.

    Lauren Prince, CFP®

  • Star Star Star Star Star

    Transitioning from a major broker dealer to acquiring four books of business and establishing an independent office was quite the challenge, especially when it came to dealing with all the legal documentation. Thankfully, FP Transitions was there every step of the way, providing us with invaluable guidance and support to build a solid foundation for our new venture. It's impressive how, in just 6 months, FP's internal legal team managed to draft 54 legal documents tailored precisely to our needs. Partnering with FP significantly reduced our risk, especially with the flexible earnout purchase model based on revenue. The experience taught us the importance of thorough education and meticulous documentation, making our transition smoother and more secure, all thanks to the expertise and assistance of FP Transitions.

    Dan

    President of an Independent Broker/Dealer Office in SE US

  • Quote
    Star Star Star Star Star

    For several years, FP Transitions has been an invaluable collaborator, guiding us through numerous business shifts. Their expertise ranges from providing a comprehensive business valuation analysis, onboarding G2 advisors, to crafting succession plans. Our discussions with FP Transitions consistently result in actionable insights that drive our business planning and growth. We deeply value our partnership with FP Transitions and their exceptional team.

    Bradley N. and Zachary B.

  • Star Star Star Star Star

    I want to compliment the FP Transitions team for their exceptional EMS™ Program! I simply must commend the team for curating an abundance of highly useful exclusive resources. Thank you, FP Transitions, for being a powerful and positive force in our industry. The depth and quality of their resources have truly transformed how we approach our work. Their commitment to excellence is evident and greatly appreciated.

    Todd R.E. Stryker

    First Pacific Financial

  • Star Star Star Star Star

    Nearly a decade ago, we engaged FP Transitions with a clear goal in mind: to accurately value our practice and lay the foundation for the transition of ownership. Their guidance was invaluable. From the beginning, they expertly navigated us through each step, offering wise counsel and ensuring nothing was overlooked. Reflecting on the journey, I cannot think of anything which should have been done differently. The fee paid to FP Transitions was an excellent investment for our firm, not an expense.

    James “Skip” Nichols and Financial Planning Resources

  • Star Star Star Star Star

    FP Transitions operates with unwavering honesty and fairness, ensuring a balanced support system for both buyers and sellers. Their dedication to driving deals to completion is unmatched, resulting in a smooth and seamless process. With their stellar reputation in the industry, I gained access to numerous positive merger opportunities. Trustworthy, efficient, and well-connected, FP Transitions is the ultimate partner for navigating transitions in the financial world.

    Bob Stowe, CFP®

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