FPT In the News

July 2018 - SOLD : Little Rock, AR

Posted by FP Transitions on July 31, 2018

FP Transitions is pleased to announce the sale of a Little Rock, AR business for $1,450,000.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Los Angeles, CA

Posted by FP Transitions on July 20, 2018

FP Transitions is pleased to announce the sale of an RIA in Los Angeles, CA for $1,600,000.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Research Triangle of North Carolina

Posted by FP Transitions on July 17, 2018

FP Transitions is pleased to announce the sale of an RIA in the Research Triangle of North Carolina for $1,221,696.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - Journal of Financial Planning: "Sustainability and the Future of the Profession"

Posted by FP Transitions on July 9, 2018

This month's Journal of Financial Planning includes an in-depth piece written by FP Transitions' President & Founder, David Grau Sr., J.D.: "Sustainability and the Future of the Profession." See excerpt below and click to read the whole article.

"It only makes sense for independent advisers to design a wealth management cycle that addresses the client life cycle. To be clear, I'm not saying for one minute that independent advisers can't make a very good living–they can and are for the most part. Today's independent advisers are not failing in their work of providing professional, relevant, and much needed financial services advise to their clients; they are failing to sustain a business beyond their own careers, leaving their clients to do that portion of the planning on their own, and advisers (and their broker-dealers, custodian, and insurance companies) are leaving an incredible amount of money on the table as a result for no good reason."  

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Topics: FPT in the News, FPA, Sustainability, Journal of Financial Planning

June 2018 - SOLD : Baltimore, MD

Posted by FP Transitions on July 2, 2018

FP Transitions is pleased to announce the sale of a business in Baltimore, MD for $2,561,000.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Southwestern Coast of Florida

Posted by FP Transitions on July 2, 2018

FP Transitions is pleased to announce the sale of a business on the Southwestern Coast of Florida for $880,000.

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Topics: Acquisition, Buying & Selling, SOLD

June 2018 - SOLD : Houston, TX

Posted by FP Transitions on July 2, 2018

FP Transitions is pleased to announce the sale of a business in Houston, TX for $1,435,580.

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Topics: Acquisition, Buying & Selling, SOLD

June 2018 - SOLD : Central Louisiana

Posted by FP Transitions on June 29, 2018

FP Transitions is pleased to announce the sale of a business in Central Louisiana for $4,000,000.

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Topics: Acquisition, Buying & Selling, SOLD

June 2018 - SOLD : Sacramento Area California

Posted by FP Transitions on June 19, 2018

FP Transitions is pleased to announce the sale of a business in the Sacramento Area of California for $1,004,486.

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Topics: Acquisition, Buying & Selling, SOLD

June 2018 - SOLD : RIA in San Francisco Bay Area

Posted by FP Transitions on June 14, 2018

FP Transitions is pleased to announce the sale of an RIA in the San Francisco Bay Area of California for $712,000.

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Topics: Acquisition, Buying & Selling, SOLD