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FP Transitions Helps You

Understand where you are now.

Valuation

The most trusted valuation in the industry. Over 5,000 independent practices valued to date - and counting.


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Growth Assessment

Using the most accurate database in the industry, develop a strategic growth plan for the future of your business.


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Continuity Planning

Industry specific and turn-key plans stand ready to protect an advisor's practice from life's unexpected events.


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Plan Where You are Going

Firm Development

Build a strong and enduring business structure designed to support your practice, your future, and your income.


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Acquisition

Use a proven system to find the best match and deal structure that supports long-term success for all involved.


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Succession

A full-service approach using cutting-edge strategies to find the best path for your unique business and lifestyle.


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With the Tools to Get There.

Equity Management System®

A comprehensive set of tools and services to help you determine, optimize, manage, and grow the equity value of your business.


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M&A Marketplace

Utilize the most powerful M&A marketplace in the industry to buy or sell a financial services practice.


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Consulting

Rely on industry experts to guide you through the issues and challenges unique to your business and goals


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Tax Treatment of an Asset Sale

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Due Diligence Checklist

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10 Reasons to Value and Monitor Your Practice

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