TRANSITION TALK

Even with market volatility over the past few months, the marketplace for financial advisory businesses has remained strong. FP Transitions is pleased to announce the recent sales of financial services businesses in the following areas :

• Palm Beach, FL  |  $6,000,000
• Houston,TX  |  undisclosed
• North Carolina  |  undisclosed
• Rhode Island  |  $1,500,000
• San Francisco Area, CA  |  undisclosed
• South Carolina  |  $3,600,000
• Sacramento Area California  |  undisclosed
• Atlanta Area, GA  |  undisclosed
• Miami Area, FL  |  $350,000
• Lafayette Parish, LA  |  undisclosed
• Rhode Island  |  $700,000
• Houston, TX  |  $1,100,000
• Chicago Area, IL  |  $120,000
• Northwestern, TX  |  $450,000
• Boston Area, MA  |  undisclosed
• Florida Panhandle  |  undisclosed
• Tampa Area, FL  |  $750,000
• North Carolina  |  $450,000
• Michigan  |  $1,200,000

VIEW CURRENT LISTINGS HERE 

LIST YOUR PRACTICE WITH FP TRANSITIONS

Sold announcements include all closed third-party transactions facilitated by FP Transitions, including private listings, pre-arranged matches, and those listed on the open market. 

As we jump into 2020–a new decade!–we are proud to look back and see so much success in growth and transitions for our clients. In 2019, FP Transitions facilitated a variety of business growth goals for our community of advisors through strategies that Included internal succession, enterprise structuring, sustainable business growth, mergers, and external sales.

We'll soon be releasing our M&A data and observations from 2019, so stay tuned!

Over the last year helped facilitate external and internal transitions all over the country, including in : 

We're also pleased to announce that we closed out the year with sales of financial services businesses in the following areas!

FP Transitions is pleased to announce the recent sales of financial services businesses in the following areas :

• Northern Kentucky  |  $600,000
• Northern Michigan |  $795,000
• Sacramento Area, CA  |  undisclosed
• Washington D.C. Area  |  $1,200,000
• Eastern Pennsylvania  |  undisclosed
• Dallas, TX  |  undisclosed
• Sacramento Area California  |  $1,100,000
• Washington D.C. Area  |  $565,000
• Richmond, VA  |  $920,000
• Santa Cruz, CA  |  $345,000
• Dallas Area, TX  |  $3,700,000
• Northeastern Pennsylvania  |  $535,000
• Palm Beach, FL  |  $880,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

Sold announcements include all closed third-party transactions facilitated by FP Transitions, including private listings, pre-arranged matches, and those listed on the open market. 

FP Transitions is pleased to announce the recent sales of financial services businesses in the following areas :

• Central California Coast  |  $1,200,000
• San Francisco, CA  | undisclosed
• Central Michigan  |  $87,000
• Baton Rouge, LA |  undisclosed
• Boston Area Massachusetts  |  undisclosed
• Delaware  |  $200,000
• South Dakota  |  $600,000
• Orlando Area Florida  |  $700,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

Sold announcements include all closed third-party transactions facilitated by FP Transitions, including private listings, pre-arranged matches, and those listed on the open market. 

FP Transitions is pleased to announce the sales of financial services businesses in the following areas during the month of July:

• Seattle, WA  |  $780,000
• Central Coast New Jersey  |  $630,000
• Fresno Area California  |  undisclosed
• Kansas City Area Missouri  |  $1,300,000
• Southern Illinois  |  undisclosed
• Portsmouth, RI  |  $2,450,000
• Orange County California  |  $260,000
• Philadelphia Area Pennsylvania  |  $460,000
• Central Colorado  |  $880,000
• Upstate New York  |  undisclosed
• Philadelphia Area Pennsylvania  |  $1,770,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

Sold announcements include all closed third-party transactions facilitated by FP Transitions, including private listings, pre-arranged matches, and those listed on the open market. 

FP Transitions is pleased to announce the sales of financial services businesses in the following areas during the month of June:

• Northern New Jersey | $395,000

• Colorado | undisclosed 

• Chicago, IL | $185,000

• Georgia | $380,000 (partial book sale)

• Boise, ID | $550,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

Sold announcements include all closed third-party transactions facilitated by FP Transitions, including private listings, pre-arranged matches, and those listed on the open market. 

FP Transitions is pleased to announce the recent sales of financial services businesses in the following areas:

FP Transitions is pleased to announce the recent sales of financial services businesses in the following areas:

FP Transitions is pleased to announce the 2019 sales of financial services businesses in the following areas:

• Richard Metro Area, VA • $520,000
• Central Illinois • $390,000
• New Haven Area, CT • $2,000,000
• Colorado • $200,000
• Eastern Pennsylvania • $610,000
• Minneapolis Metro Area • $700,000
• Northeastern Wisconsin • $190,000
• Atlanta Metro Area • $330,000
• Eastern New Jersey • $1,500,000
• Eastern New York State • $300,000
• New York, NY • Undisclosed
• San Francisco Bay Area • $1,100,000
• Pacific Northwest • $950,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

• 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

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS