M&A Opportunities

Explore the list of financial services practices currently listed on the FP Transitions open market. You must log in to your member dashboard to inquire. Not a member yet?

IAR

#23-462  |  NYC Metro

REVENUE:  $1,695,282

ASSETS:  $157,224,905

Accepting Inquiries

IAR

#23-462  |  NYC Metro

REVENUE:  $1,695,282

ASSETS:  $157,224,905

Accepting Inquiries

RIA

#23-460  |  Bay Area, California

REVENUE:  $860,000

ASSETS:  $57,145,890

Accepting Inquiries

RIA

#23-460  |  Bay Area, California

REVENUE:  $860,000

ASSETS:  $57,145,890

Accepting Inquiries

Hybrid

#23-457  |  Hawaii

REVENUE:  $2,036,752

ASSETS:  $200,000,000

Accepting Inquiries

Hybrid

#23-457  |  Hawaii

REVENUE:  $2,036,752

ASSETS:  $200,000,000

Accepting Inquiries

RIA

#23-455  |  Los Angeles

REVENUE:  $751,520.47

ASSETS:  $96,890,161

Accepting Inquiries

RIA

#23-455  |  Los Angeles

REVENUE:  $751,520.47

ASSETS:  $96,890,161

Accepting Inquiries

RIA

#23-453  |  Midwest

REVENUE:  $3,610,000

ASSETS:  $600,000,000

Accepting Inquiries

RIA

#23-453  |  Midwest

REVENUE:  $3,610,000

ASSETS:  $600,000,000

Accepting Inquiries

RIA

#23-452  |  Scottsdale, AZ

REVENUE:  $261,206

ASSETS:  $28,000,000

Accepting Inquiries

RIA

#23-452  |  Scottsdale, AZ

REVENUE:  $261,206

ASSETS:  $28,000,000

Accepting Inquiries

RIA

#23-440  |  Western US

REVENUE:  $5,300,000

ASSETS:  $550,000,000

Accepting Inquiries

RIA

#23-440  |  Western US

REVENUE:  $5,300,000

ASSETS:  $550,000,000

Accepting Inquiries

IAR/RR

#23-438  |  Kansas City

REVENUE:  $904,928

ASSETS:  $230,000,000

Accepting Inquiries

IAR/RR

#23-438  |  Kansas City

REVENUE:  $904,928

ASSETS:  $230,000,000

Accepting Inquiries

RIA

#23-433  |  Maine

REVENUE:  $238,478

ASSETS:  $28,881,210

Accepting Inquiries

RIA

#23-433  |  Maine

REVENUE:  $238,478

ASSETS:  $28,881,210

Accepting Inquiries

RIA

#22-409  |  New Hampshire

REVENUE:  $337,716

ASSETS:  $51,425,800

Accepting Inquiries

RIA

#22-409  |  New Hampshire

REVENUE:  $337,716

ASSETS:  $51,425,800

Accepting Inquiries

RIA

#23-461  |  Northeast

REVENUE:  $399,105

ASSETS:  $67,466,128

Interviewing Finalists

RIA

#23-461  |  Northeast

REVENUE:  $399,105

ASSETS:  $67,466,128

Interviewing Finalists

RIA

#23-454  |  New York

REVENUE:  $1,789,778

ASSETS:  $950,000,000

Interviewing Finalists

RIA

#23-454  |  New York

REVENUE:  $1,789,778

ASSETS:  $950,000,000

Interviewing Finalists

RIA

#23-451  |  Southeastern Pennsylvania

REVENUE:  $347,000

ASSETS:  $54,000,000

Interviewing Finalists

RIA

#23-451  |  Southeastern Pennsylvania

REVENUE:  $347,000

ASSETS:  $54,000,000

Interviewing Finalists

IAR/RR

#23-450  |  Denver, CO

REVENUE:  $438,469

ASSETS:  $52,517,200

Interviewing Finalists

IAR/RR

#23-450  |  Denver, CO

REVENUE:  $438,469

ASSETS:  $52,517,200

Interviewing Finalists

IAR/RR

#23-449  |  Denver Metro

REVENUE:  $761,813

ASSETS:  $66,743,000

Interviewing Finalists

IAR/RR

#23-449  |  Denver Metro

REVENUE:  $761,813

ASSETS:  $66,743,000

Interviewing Finalists

RIA

#23-448  |  National Client Base- Chicago

REVENUE:  $116,700

ASSETS:  $14,765,000

Interviewing Finalists

RIA

#23-448  |  National Client Base- Chicago

REVENUE:  $116,700

ASSETS:  $14,765,000

Interviewing Finalists

RIA

#23-446  |  Eastern Pennsylvania

REVENUE:  $290,000

ASSETS:  $34,704,700

Interviewing Finalists

RIA

#23-446  |  Eastern Pennsylvania

REVENUE:  $290,000

ASSETS:  $34,704,700

Interviewing Finalists

IAR/RR

#23-443  |  Western Michigan

REVENUE:  $850,261

ASSETS:  $105,913,800

Interviewing Finalists

IAR/RR

#23-443  |  Western Michigan

REVENUE:  $850,261

ASSETS:  $105,913,800

Interviewing Finalists

RIA

#23-441  |  New Jersey

REVENUE:  $542,000

ASSETS:  $71,000,000

Interviewing Finalists

RIA

#23-441  |  New Jersey

REVENUE:  $542,000

ASSETS:  $71,000,000

Interviewing Finalists

RIA

#23-437  |  Nashville, TN

REVENUE:  $768,245

ASSETS:  $110,678,418

Interviewing Finalists

RIA

#23-437  |  Nashville, TN

REVENUE:  $768,245

ASSETS:  $110,678,418

Interviewing Finalists

RIA

#23-434  |  Colorado

REVENUE:  $428,285

ASSETS:  $43,308,000

Interviewing Finalists

RIA

#23-434  |  Colorado

REVENUE:  $428,285

ASSETS:  $43,308,000

Interviewing Finalists

RIA

#23-431  |  Sacramento Valley

REVENUE:  $430,000

ASSETS:  $65,000,000

Interviewing Finalists

RIA

#23-431  |  Sacramento Valley

REVENUE:  $430,000

ASSETS:  $65,000,000

Interviewing Finalists

RIA

#23-442  |  Pacific Northwest

REVENUE:  $608,000

ASSETS:  $66,900,000

Reviewing Offers

RIA

#23-442  |  Pacific Northwest

REVENUE:  $608,000

ASSETS:  $66,900,000

Reviewing Offers

RIA

#23-436  |  National Client Base

REVENUE:  $531,000

ASSETS:  $53,000,000

Reviewing Offers

RIA

#23-436  |  National Client Base

REVENUE:  $531,000

ASSETS:  $53,000,000

Reviewing Offers

IAR/RR

#23-428  |  Pacific Northwest

REVENUE:  $2,543,966

ASSETS:  $450,175,000

Reviewing Offers

IAR/RR

#23-428  |  Pacific Northwest

REVENUE:  $2,543,966

ASSETS:  $450,175,000

Reviewing Offers

Hybrid

#23-427  |  Northern New Jersey

REVENUE:  $1,671,810

ASSETS:  $189,300,000

Reviewing Offers

Hybrid

#23-427  |  Northern New Jersey

REVENUE:  $1,671,810

ASSETS:  $189,300,000

Reviewing Offers

RIA

#22-407  |  Michigan

REVENUE:  $1,249,235

ASSETS:  $210,900,000

Reviewing Offers

RIA

#22-407  |  Michigan

REVENUE:  $1,249,235

ASSETS:  $210,900,000

Reviewing Offers

RIA

#22-405  |  Boston Suburbs

REVENUE:  $679,815

ASSETS:  $43,000,000

Reviewing Offers

RIA

#22-405  |  Boston Suburbs

REVENUE:  $679,815

ASSETS:  $43,000,000

Reviewing Offers

Hybrid

#23-435  |  Northeast

REVENUE:  $1,713,318

ASSETS:  $180,000,000

Offer Accepted

Hybrid

#23-435  |  Northeast

REVENUE:  $1,713,318

ASSETS:  $180,000,000

Offer Accepted

Hybrid

#23-430  |  Los Angeles Area

REVENUE:  $1,566,472

ASSETS:  $187,000,000

Offer Accepted

Hybrid

#23-430  |  Los Angeles Area

REVENUE:  $1,566,472

ASSETS:  $187,000,000

Offer Accepted

RIA

#23-429  |  Nationwide

REVENUE:  $455,113

ASSETS:  $91,000,000

Offer Accepted

RIA

#23-429  |  Nationwide

REVENUE:  $455,113

ASSETS:  $91,000,000

Offer Accepted

IAR/RR

#23-426  |  New Jersey

REVENUE:  $1,148,907

ASSETS:  $209,951,000

Offer Accepted

IAR/RR

#23-426  |  New Jersey

REVENUE:  $1,148,907

ASSETS:  $209,951,000

Offer Accepted

RR

#23-425  |  Western Kentucky

REVENUE:  $1,173,026

ASSETS:  $83,324,200

Offer Accepted

RR

#23-425  |  Western Kentucky

REVENUE:  $1,173,026

ASSETS:  $83,324,200

Offer Accepted

Hybrid

#23-422  |  Capital District Region, NY

REVENUE:  $1,900,000

ASSETS:  $200,000,000

Offer Accepted

Hybrid

#23-422  |  Capital District Region, NY

REVENUE:  $1,900,000

ASSETS:  $200,000,000

Offer Accepted

RIA

#22-420  |  New Hampshire

REVENUE:  $322,916

ASSETS:  $15,300,000

Offer Accepted

RIA

#22-420  |  New Hampshire

REVENUE:  $322,916

ASSETS:  $15,300,000

Offer Accepted

RIA

#22-419  |  California

REVENUE:  $477,729

ASSETS:  $60,448,900

Offer Accepted

RIA

#22-419  |  California

REVENUE:  $477,729

ASSETS:  $60,448,900

Offer Accepted

Hybrid

#22-413  |  Tampa Bay, Florida

REVENUE:  $2,654,335

ASSETS:  $287,143,000

Offer Accepted

Hybrid

#22-413  |  Tampa Bay, Florida

REVENUE:  $2,654,335

ASSETS:  $287,143,000

Offer Accepted

IAR/RR

#22-397  |  New York

REVENUE:  $563,118

ASSETS:  $45,761,700

Offer Accepted

IAR/RR

#22-397  |  New York

REVENUE:  $563,118

ASSETS:  $45,761,700

Offer Accepted

IAR/RR

#22-395  |  Washington DC Suburbs

REVENUE:  $1,358,823

ASSETS:  $130,627,000

Offer Accepted

IAR/RR

#22-395  |  Washington DC Suburbs

REVENUE:  $1,358,823

ASSETS:  $130,627,000

Offer Accepted

RIA

#22-390  |  Northeast

REVENUE:  $3,052,000

ASSETS:  $600,000,000

Offer Accepted

RIA

#22-390  |  Northeast

REVENUE:  $3,052,000

ASSETS:  $600,000,000

Offer Accepted

RIA

#22-387  |  Southwestern Ohio

REVENUE:  $622,288

ASSETS:  $92,206,583

Offer Accepted

RIA

#22-387  |  Southwestern Ohio

REVENUE:  $622,288

ASSETS:  $92,206,583

Offer Accepted

RIA

#22-369  |  Massachusetts

REVENUE:  $907,354

ASSETS:  $160,000,000

Offer Accepted

RIA

#22-369  |  Massachusetts

REVENUE:  $907,354

ASSETS:  $160,000,000

Offer Accepted

RIA

#22-367  |  Pennsylvania

REVENUE:  $2,823,400

ASSETS:  $389,000,000

Offer Accepted

RIA

#22-367  |  Pennsylvania

REVENUE:  $2,823,400

ASSETS:  $389,000,000

Offer Accepted

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