As we step into the new year, we like to reflect on the successes of our clients over the past year. In 2018, FP Transitions is proud to have helped advisors achieve their business goals through a variety of strategies including internal succession, enterprise structuring, sustainable business growth, mergers, and external sales.
Over the last year helped facilitate external and internal transitions all over the country, including in :
Kansas City Area
New York, NY
We're also pleased to announce the most recent sales of financial services practices in the following areas!
- Central California • $1,500,000
- Southeastern Connecticut • $800,000
- Chicago, IL • $317,000
- Northwestern US • $1,000,000
- Eastern New York State • $410,000
- Northwestern Wisconsin • $340,000
- Northern Alabama • $3,000,000
- Columbia Metro Area of South Carolina • $1,360,000