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? Sign up for an account here.

 

IAR/RR
#23-426 New Jersey Revenue: $1,148,907 Assets: $209,951,000 Accepting Inquiries
IAR/RR
#22-400 Washington D.C. Metro Area Revenue: $883,649 Assets: $122,737,630 Accepting Inquiries
IAR/RR
#22-393 NYC Metro Revenue: $1,877,894 Assets: $200,000,000 Accepting Inquiries
RIA
#22-387 Southwestern Ohio Revenue: $622,288 Assets: $92,206,583 Accepting Inquiries
RR
#23-425 Western Kentucky Revenue: $1,173,026 Assets: $83,324,200 Interviewing Finalists
RIA
#22-419 California Revenue: $477,729 Assets: $60,448,900 Interviewing Finalists
RIA
#22-416 Tampa Bay Area Revenue: $774,419 Assets: $110,358,000 Interviewing Finalists
RIA
#22-407 Michigan Revenue: $1,249,235 Assets: $210,900,000 Interviewing Finalists
RIA
#22-420 New Hampshire Revenue: $322,916 Assets: $15,300,000 Reviewing Offers
RIA
#22-410 Houston, Texas Revenue: $1,025,747 Assets: $110,000,000 Reviewing Offers
RIA
#22-409 New Hampshire Revenue: $337,716 Assets: $51,425,800 Reviewing Offers
RIA
#22-405 Boston Suburbs Revenue: $679,815 Assets: $43,000,000 Reviewing Offers
IAR/RR
#22-397 New York Revenue: $563,118 Assets: $45,761,700 Reviewing Offers
Hybrid
#22-413 Tampa Bay, Florida Revenue: $2,654,335 Assets: $287,143,000 Offer Accepted
RIA
#22-406 North Texas Revenue: $719,208 Assets: $131,980,000 Offer Accepted
RIA
#22-403 Chicago Revenue: $819,000 Assets: $111,000,000 Offer Accepted
IAR/RR
#22-395 Washington DC Suburbs Revenue: $1,358,823 Assets: $130,627,000 Offer Accepted
RIA
#22-392 Minnesota Revenue: $2,436,946 Assets: $312,887,804 Offer Accepted
RIA
#22-390 Northeast Revenue: $3,052,000 Assets: $600,000,000 Offer Accepted
RIA
#22-378 Ohio Revenue: $2,294,805 Assets: $340,000,000 Offer Accepted
RIA
#22-374 Greater Boston Area Revenue: $127,007 Assets: $10,000,000 Offer Accepted
RIA
#22-373 Washington Revenue: $249,919 Assets: $24,919,209 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
#21-352 Central Florida Revenue: $417,555 Assets: $125,445,466 Offer Accepted
RIA
#21-342 New York Revenue: $1,775,392 Assets: $1,088,248,610 Offer Accepted