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Posted by FP Transitions on July 26, 2023
TREND REPORT: More G2s Seeking Ownership Earlier
M&A Gusto Continues: FP Transitions Rallies to Meet Demand
Independent advisory firms continue to tap FP Transitions for valuation, transaction support and non-advocacy consulting on mergers, sales and acquisitions.
National wealth management...
Posted by FP Transitions on April 30, 2020
Offers in the Mail
For many financial advisors, it has become commonplace to receive unsolicited offers in the mail. The offers to buy practices usually promise a competitive valuation and purchase price, great terms and future opportunities, and are backed by...
Posted by FP Transitions on April 26, 2017
PRESS RELEASE : Financial Planning Association, FP Transitions Partner to Support Next Generation of Financial Planners
DENVER - The Financial Planning Association® (FPA®) is pleased to announce that FP Transitions is now FPA’s “Official Partner of the Next Generation of Financial Planners” in an effort to support young professionals on their career journeys in the...