Expertise Across Multiple Disciplines
FP Transitions, based in the community of Lake Oswego, Oregon, just south of Portland, has a team of 40 people that specialize in building financial service businesses of enduring and transferable value. And if the building process isn’t for you, we also created and continue to operate the largest open market for buying and selling financial practices. Either way, we are the experts at helping you manage the equity you’ve built over a lifetime of work in this industry. Our goal is to help you plan for your future, and to be ready when it gets here.
FP Transitions specializes in the valuation and analysis of the intangibles that make a financial services practice unique, and valuable. But performing over 8,000 independent business valuations is only the starting point. FP Transitions’ consultants guide owners and advisors in planning for the inevitable end of their careers, turning this into a positive event. We employ strategies and thinking that build upon a lifetime of work and trusting client relationships with a plan of succession designed to simultaneously realize value for the founder and perpetuate the business for the next generation of advisors.
Leadership that Understands Your Business
As a part of the planning process, FP Transitions provides expert guidance in areas that include:
- Practice valuation, benchmarking and “equity management”
- Development and design of customized succession planning structures
- Restructuring ownership compensation to support internal ownership tracks
- Setting up an equity-centric ensemble organization structures
- Creating or modifying entity structures to work for generations of owners
- Cash flow modeling a variety of continuity and succession planning solutions
This kind of work takes a talented group of people who aren’t afraid to pioneer the concepts needed to help you succeed, and to evolve time-honored approaches to meet the demands of a new century of rules, regulations and taxes.
In addition to working directly with individual financial advisors, FP Transitions also works directly with broker-dealers, custodians and insurance providers to develop and implement business transition systems and procedures for field use. This coordinated approach helps us evolve solutions that are practical and that meet the needs of all the stakeholders. FP Transitions is a corporate sponsor of the Financial Planning Association and works closely with LIMRA to help advisors of all ages, incomes, and business styles.