FP In the News

February - SOLD : Practice in Los Angeles Metro Area

Posted by FP Transitions on February 12, 2018

FP Transitions is pleased to announce the sale of a Los Angeles Metro Area business for $2,400,000.

VIEW CURRENT LISTINGS HERE

More

Topics: acquisition, buying & selling, SOLD

January 2018 - Succession Resource Group, Inc. ("SRG") Sued for Defamation

Posted by FP Transitions on January 26, 2018

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.

The complaint is a matter of public record and can be viewed here.

More

January 2018 - SOLD : Hybrid Practice in Visalia Area of California's Central Valley

Posted by FP Transitions on January 9, 2018

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.

VIEW CURRENT LISTINGS HERE

 

More

Topics: acquisition, buying & selling, SOLD

January 2018 - SOLD : RIA in Suburbs of Chicago, Illinois

Posted by FP Transitions on January 3, 2018

Suburbs of Chicago, Illinois.jpg

FP Transitions is pleased to announce the sale of a 102 household RIA in the suburubs of Chicago, Illinois for $660,000.

VIEW CURRENT LISTINGS HERE

 

More

Topics: acquisition, buying & selling, SOLD

David Grau Sr., JD, Founder & President of FP Transitions, Named One of Investment News' 2017 Icons & Innovators

Posted by FP Transitions on December 19, 2017

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.

More

Topics: press, Investment News, Leadership

November 2017 - Journal of Financial Planning: What is My Practice Worth? What You Need to Know About Value and Valuation

Posted by FP Transitions on November 20, 2017

“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.

More

Topics: Valuation + Benchmarking, Journal of Financial Planning

November - SOLD : Practice in Louisville, Kentucky

Posted by FP Transitions on November 3, 2017

FP Transitions is pleased to announce the sale of a Louisville, Kentucky business for $640,545.

VIEW CURRENT LISTINGS HERE

More

Topics: acquisition, buying & selling, SOLD

October - SOLD : Practice in Jacksonville, Florida

Posted by FP Transitions on October 3, 2017

FP Transitions is pleased to announce the sale of a Jacksonville, Florida business for $2,700,000.

VIEW CURRENT LISTINGS HERE

More

Topics: acquisition, buying & selling, SOLD

September 2017 - Journal of Financial Planning: NexGen Acquisition Success: Partnership, Patience, and Teamwork

Posted by FP Transitions on September 11, 2017

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.

More

Topics: Succession Planning, acquisition, multi-generational ownership, buying & selling, Next Generation, Journal of Financial Planning

September 2017 - SOLD : INSURANCE PRACTICE in Upstate South Carolina

Posted by FP Transitions on September 8, 2017

South Carolina2.jpg

FP Transitions is pleased to announce the sale of a 420 household insurance practice in Upstate South Carolina for $630,000.

VIEW CURRENT LISTINGS HERE

 

More

Topics: acquisition, buying & selling, SOLD