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M&A Opportunities

Explore the list of financial services practices currently listed on the FP Transitions open market.
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RIA

#24-516  |  Northwest

REVENUE:  $210,000

ASSETS:  $46,000,000

Accepting Inquiries

RIA

#24-516  |  Northwest

REVENUE:  $210,000

ASSETS:  $46,000,000

Accepting Inquiries

RIA

#24-514  |  Greater Seattle Area

REVENUE:  $1,450,000

ASSETS:  $165,000,000

Accepting Inquiries

RIA

#24-514  |  Greater Seattle Area

REVENUE:  $1,450,000

ASSETS:  $165,000,000

Accepting Inquiries

RIA

#24-508  |  Texas

REVENUE:  $126,193

ASSETS:  $11,000,000

Accepting Inquiries

RIA

#24-508  |  Texas

REVENUE:  $126,193

ASSETS:  $11,000,000

Accepting Inquiries

RIA

#24-477  |  California

REVENUE:  $317,940

ASSETS:  $20,739,446

Accepting Inquiries

RIA

#24-477  |  California

REVENUE:  $317,940

ASSETS:  $20,739,446

Accepting Inquiries

IAR/RR

#24-510  |  New York City

REVENUE:  $330,000

ASSETS:  $31,700,000

Interviewing Finalists

IAR/RR

#24-510  |  New York City

REVENUE:  $330,000

ASSETS:  $31,700,000

Interviewing Finalists

RIA

#24-507  |  North Bay Area California

REVENUE:  $238,000

ASSETS:  $21,000,000

Interviewing Finalists

RIA

#24-507  |  North Bay Area California

REVENUE:  $238,000

ASSETS:  $21,000,000

Interviewing Finalists

RIA

#24-506  |  Texas

REVENUE:  $137,620

ASSETS:  $12,000,000

Interviewing Finalists

RIA

#24-506  |  Texas

REVENUE:  $137,620

ASSETS:  $12,000,000

Interviewing Finalists

Hybrid

#24-505  |  Southeastern United States

REVENUE:  $3,579,000

ASSETS:  $535,485,558

Interviewing Finalists

Hybrid

#24-505  |  Southeastern United States

REVENUE:  $3,579,000

ASSETS:  $535,485,558

Interviewing Finalists

RIA

#24-502  |  Illinois

REVENUE:  $2,700,000

ASSETS:  $510,000,000

Interviewing Finalists

RIA

#24-502  |  Illinois

REVENUE:  $2,700,000

ASSETS:  $510,000,000

Interviewing Finalists

RR

#23-475  |  Kentucky

REVENUE:  $303,861

ASSETS:  $36,000,000

Interviewing Finalists

RR

#23-475  |  Kentucky

REVENUE:  $303,861

ASSETS:  $36,000,000

Interviewing Finalists

RIA

#24-488  |  Pacific Northwest

REVENUE:  $2,500,000

ASSETS:  $440,000,000

Reviewing Offers

RIA

#24-488  |  Pacific Northwest

REVENUE:  $2,500,000

ASSETS:  $440,000,000

Reviewing Offers

RIA

#24-480  |  Southeast

REVENUE:  $1,178,013.93

ASSETS:  $109,279,631

Reviewing Offers

RIA

#24-480  |  Southeast

REVENUE:  $1,178,013.93

ASSETS:  $109,279,631

Reviewing Offers

IAR/RR

#23-459  |  Northeast

REVENUE:  $3,300,000

ASSETS:  $600,000,000

Reviewing Offers

IAR/RR

#23-459  |  Northeast

REVENUE:  $3,300,000

ASSETS:  $600,000,000

Reviewing Offers

RIA

#24-500  |  Greater Bay Area, California

REVENUE:  $284,010

ASSETS:  $36,603,522

Offer Accepted

RIA

#24-500  |  Greater Bay Area, California

REVENUE:  $284,010

ASSETS:  $36,603,522

Offer Accepted

RIA

#24-498  |  San Diego, California

REVENUE:  $305,682

ASSETS:  $38,644,712

Offer Accepted

RIA

#24-498  |  San Diego, California

REVENUE:  $305,682

ASSETS:  $38,644,712

Offer Accepted

RIA

#24-497  |  Ohio

REVENUE:  $525,000

ASSETS:  $70,000,000

Offer Accepted

RIA

#24-497  |  Ohio

REVENUE:  $525,000

ASSETS:  $70,000,000

Offer Accepted

RIA

#24-495  |  Texas

REVENUE:  $650,000

ASSETS:  $85,000,000

Offer Accepted

RIA

#24-495  |  Texas

REVENUE:  $650,000

ASSETS:  $85,000,000

Offer Accepted

RIA

#24-494  |  Seattle Area

REVENUE:  $387,137

ASSETS:  $79,000,000

Offer Accepted

RIA

#24-494  |  Seattle Area

REVENUE:  $387,137

ASSETS:  $79,000,000

Offer Accepted

RIA

#24-493  |  Arizona

REVENUE:  $349,438.31

ASSETS:  $80,000,000

Offer Accepted

RIA

#24-493  |  Arizona

REVENUE:  $349,438.31

ASSETS:  $80,000,000

Offer Accepted

RIA

#24-491  |  Maryland

REVENUE:  $386,775

ASSETS:  $53,889,313

Offer Accepted

RIA

#24-491  |  Maryland

REVENUE:  $386,775

ASSETS:  $53,889,313

Offer Accepted

RIA

#24-490  |  North Central Florida

REVENUE:  $416,500

ASSETS:  $33,328,721

Offer Accepted

RIA

#24-490  |  North Central Florida

REVENUE:  $416,500

ASSETS:  $33,328,721

Offer Accepted

RIA

#24-487  |  Kansas City, Missouri

REVENUE:  $236,822

ASSETS:  $28,480,000

Offer Accepted

RIA

#24-487  |  Kansas City, Missouri

REVENUE:  $236,822

ASSETS:  $28,480,000

Offer Accepted

IAR/RR

#24-485  |  Pennsylvania

REVENUE:  $1,750,000

ASSETS:  $220,000,000

Offer Accepted

IAR/RR

#24-485  |  Pennsylvania

REVENUE:  $1,750,000

ASSETS:  $220,000,000

Offer Accepted

RIA

#24-484  |  Northern California

REVENUE:  $1,000,000

ASSETS:  $131,000,000

Offer Accepted

RIA

#24-484  |  Northern California

REVENUE:  $1,000,000

ASSETS:  $131,000,000

Offer Accepted

RIA

#24-479  |  Colorado

REVENUE:  $1,420,159

ASSETS:  $150,000,000

Offer Accepted

RIA

#24-479  |  Colorado

REVENUE:  $1,420,159

ASSETS:  $150,000,000

Offer Accepted

RIA

#23-472  |  Northeast

REVENUE:  $1,600,000

ASSETS:  $178,000,000

Offer Accepted

RIA

#23-472  |  Northeast

REVENUE:  $1,600,000

ASSETS:  $178,000,000

Offer Accepted

RIA

#23-467  |  Northeast

REVENUE:  $5,600,000

ASSETS:  $803,000,000

Offer Accepted

RIA

#23-467  |  Northeast

REVENUE:  $5,600,000

ASSETS:  $803,000,000

Offer Accepted

RIA

#23-446  |  Eastern Pennsylvania

REVENUE:  $290,000

ASSETS:  $34,704,700

Offer Accepted

RIA

#23-446  |  Eastern Pennsylvania

REVENUE:  $290,000

ASSETS:  $34,704,700

Offer Accepted

RIA

#23-440  |  Western US

REVENUE:  $5,300,000

ASSETS:  $550,000,000

Offer Accepted

RIA

#23-440  |  Western US

REVENUE:  $5,300,000

ASSETS:  $550,000,000

Offer Accepted

IAR/RR

#23-438  |  Kansas City

REVENUE:  $904,928

ASSETS:  $230,000,000

Offer Accepted

IAR/RR

#23-438  |  Kansas City

REVENUE:  $904,928

ASSETS:  $230,000,000

Offer Accepted

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