TRANSITION TALK

SOLD : April/May 2019

Posted by FP Transitions on Jun 6, 2019 7:54:02 AM

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

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : February/March 2019

Posted by FP Transitions on Apr 10, 2019 10:26:03 AM

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

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : January 2019

Posted by FP Transitions on Feb 5, 2019 4:10:00 PM

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

 

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : 2018 - A Look Back

Posted by FP Transitions on Jan 3, 2019 6:53:21 PM

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 : 

Eastern Virginia
San Francisco Area
Sacramento, CA
Columbus, OH
Dallas, TX
Baltimore MD
Houston, TX
Central Louisiana
San Gabriel Valley, CA
Southern Florida
Charlotte, NC 
Little Rock, AR
Raleigh, NC
Southeastern Florida
Cedar Rapids, IA

Kansas City Area
Boca Raton, FL
Lansing Metro Area, MI
Eastern Maryland
Southern New Jersey
Santa Cruz, CA
Minneapolis, MN
Denver, CO
Southeastern Connecticut
Northwestern Wisconsin
Oklahoma City Area 
Central Texas
Philadelphia Area
Eastern New York State
San Antonio, TX

New York, NY
Chicago Suburbs
Southern Louisiana
Western Washington
Central California
Los Angeles Area
San Diego, CA
Silicon Valley, CA
Central Alabama
Northeastern Illinois
North Dakota
Philadelphia Area
Central Oregon
Seattle, WA
Southern California

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

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

 

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : September 2018

Posted by FP Transitions on Oct 4, 2018 2:11:03 PM

FP Transitions is pleased to announce the recent sales of financial services practices in the following locations:

  • Santa Cruz, CA • $221,000
  • Southern New Jersey • $668,000
  • Maryland • $652,000
  • Southern Oregon • $261,000
  • San Francisco Bay Area • $583,850
  • Northern California • $1,800,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

 

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : July / August 2018

Posted by FP Transitions on Sep 6, 2018 7:00:00 AM

FP Transitions is pleased to announce the sale of financial services practices in the following locations during the months of July and August:

  • Central Coast of California • $3,200,000
  • Cedar Rapids, IA • $807,500
  • Kansas City Area Kansas • $1,198,812
  • Little Rock, AR • $1,450,000
  • Los Angeles, CA • $1,600,000
  • Research Triangle of North Carolina • $1,221,696
  • Southern Coast of Florida • $880,000
  • Southeastern Coast of Florida • $794,037
  • Boca Raton, FL • $988,046

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

 

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : May / June 2018

Posted by FP Transitions on Jul 6, 2018 7:00:00 AM

FP Transitions is pleased to announce the sale of financial services practices in the following locations during the months of May and June:

  • Central Louisiana • $4,000,000
  • Baltimore, MD • $2,561,000
  • Houston, TX • $1,435,580
  • Sacramento Area California • $1,004,486
  • San Francisco Bay Area California • $712,000
  • Eastern Virginia • $2,200,000
  • Charlotte, NC • $221,600
  • San Gabriel Valley California • $720,800
  • Dallas, TX • $584,000
  • Southern California • $1,000,000
  • Columbus, OH • $1,067,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

 

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : March / April 2018

Posted by FP Transitions on May 7, 2018 8:00:00 AM

FP Transitions is pleased to announce the sale of financial services practices in the following locations during the months of March and April:

  • Seattle • $700,000
  • San Antonio, TX • $305,900
  • Central Oregon • $655,578
  • Lansing Metro Area Michigan • $476,000
  • Greater Philadelphia Area Pennsylvania • $762,997
  • North Dakota • $700,000
  • Central Louisiana • $200,000
  • Northeastern Illinois • $1,995,000
  • Central Alabama • $782,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

 

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : February 2018

Posted by FP Transitions on Mar 6, 2018 3:23:00 PM

FP Transitions is pleased to announce the sale of financial services practices in the following locations during the month of February:

  • San Francisco Bay Area • $611,950
  • San Diego Area • $1,740,000
  • Los Angeles Metro • $2,400,000
  • Pacific Northwest • $1,737,637
  • South Louisiana • $237,243

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

 

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Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

SOLD : January 2018

Posted by FP Transitions on Jan 31, 2018 3:42:00 PM

FP Transitions is pleased to announce the sale of financial services practices in the following locations during the month of January:

  • Visalia Area of California's Central Valley • $571,999
  • Central Colorado • $400,000
  • Suburbs of Chicago, IL • $660,000

VIEW CURRENT LISTINGS HERE 

VIEW COMPLETE LIST OF PRACTICES SOLD 

LIST YOUR PRACTICE WITH FP TRANSITIONS

 

Read More

Topics: Selling Your Practice, Acquisition, Buying & Selling, SOLD

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