FP Transitions is pleased to announce the sale of a Los Angeles Metro Area business for $2,400,000.
FP Transitions, LLC, filed suit against Succession Resource Group, Inc. ("SRG"), for defamation and intentional interference with economic relations alleging the defendants diverted FP Transitions' clients and others to a pornographic website when searching the internet for FP Transitions.
FP Transitions is pleased to announce the sale of a 625 household Hybrid practice in the Visalia Area of California's Central Valley, for $511,999.
FP Transitions is pleased to announce the sale of a 102 household RIA in the suburubs of Chicago, Illinois for $660,000.
We're excited to announce that FP Transitions president and founder, David Grau Sr., JD has been awarded a 2017 Icons & Innovators Award from Investment News. We're proud to be recognized along with 19 other industry leaders whom we admire.
“What is my practice worth? This is a question that every independent financial adviser should ask, or has asked, at one time or another. Given that the value of a fee-based advisory practice is often the largest asset that most advisers own, it is a good question in need of good answers.”
A new in-depth article for Journal of Financial Planning, “What is My Practice Worth? What You need to Know About Value and Valuation” by FP Transitions Valuations Director & G2 Owner, Ryan Grau, CVA, CBA.
FP Transitions is pleased to announce the sale of a Louisville, Kentucky business for $640,545.
FP Transitions is pleased to announce the sale of a Jacksonville, Florida business for $2,700,000.
Two next generation advisors and their path to ownership: finding a firm that fits, earning the trust of existing leadership, contributing to the long-term planning and success of the business, and taking the reins to uphold the legacy.
In this article for Journal of Financial Planning, “NextGen Acquisition Success: Partnership, Patience, and Teamwork,” by FP Transitions VP of Strategic Development and Operations and G2 owner, Christine Sjölin shares the journey of FP clients that shows persistence and patience pays off when working towards business ownership as a young advisor.