TRANSITION TALK

Marketplace Activity : Recently Sold Practices

Posted by FP Transitions on May 4, 2020 10:46:00 AM

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

State of the Market Webinar_bannerSHORT

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. 

Read More

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

A Look Back at Advisory Success in 2019

Posted by FP Transitions on Jan 2, 2020 4:43:00 PM

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 : 

Central Maine
Northern Kentucky
Sacramento, CA
Columbus, OH
Dallas, TX
New Haven, CT
Baltimore, MD
Houston, TX
Northern Michigan
Atlanta, GA
Gulf Coast Florida
Southern Florida
Northern California
Boise, ID
Upstate New York
Southern Illinois
Fresno Area, CA
Central Coast New Jersey

Washington D.C. Area
Orange County California
Richmond, VA
New York, NY
Palm Beach, FL
San Francisco, CA
Santa Cruz, CA
Central North Carolina
Orlando Area, FL
Eastern Tennessee
Northern New Jersey
Georgia
Western Louisiana
Kansas City, MO
Eastern Pennsylvania
Marin County California
Seattle, WA
Iowa

New York, NY
Central Coast California
Boston, MA
Baton Rouge, LA
Central California
Newark Area, NJ
Minneapolis, MN
Southern Texas
Central Michigan
Chicago, IL
Southern California
Eastern New York State
Western Oregon
Central Colorado
Philadelphia, PA
Portsmouth, RI
Delaware
Northeastern Wisconsin

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

Read More

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

SOLD : Oct/Nov 2019

Posted by FP Transitions on Dec 9, 2019 2:16:30 PM

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. 

Read More

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

SOLD : Aug/Sept 2019

Posted by FP Transitions on Oct 5, 2019 2:06:00 PM

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. 

Read More

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

SOLD : July 2019

Posted by FP Transitions on Aug 2, 2019 8:00:00 AM

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. 

Read More

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

SOLD : June 2019

Posted by FP Transitions on Jul 2, 2019 10:41:07 AM

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. 

Read More

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

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:

Read More

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:

Read More

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

 

Read More

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

 

Read More

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

Blog Comments