FPT In the News

Advisory M&A Stays Strong: FP Transitions Releases 2020 Mid-Year Market Review

Posted by FP Transitions on August 18, 2020

LAKE OSWEGO, OR -- FP Transitions, one of the country’s largest M&A consultants for financial advisors, announces the release of its 2020 Mid-Year Market Review. In the video report, CEO Brad Bueermann gives an inside look at the firm’s advisory M&A data and compares it to industry projections made early in the pandemic.

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Topics: Press Releases

FP Transitions Named a Finalist in the WealthManagement.com 2020 Industry Awards

Posted by FP Transitions on July 16, 2020

LAKE OSWEGO, OR -- FP Transitions, a specialized consulting firm for the wealth management industry, announces it has been named a finalist in WealthManagement.com’s prestigious 2020 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies, individuals, and organizations that support financial advisor success. FP Transitions was recognized in the Succession/Ownership Transition Services category for Synthetic Equity: An Innovative Approach to Compensation.

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Topics: Awards, Press Releases

FP Transitions Business Broker Wins Top Awards from the International Business Brokers Association

Posted by FP Transitions on May 6, 2020

LAKE OSWEGO, OR -- FP Transitions, a specialized consulting firm for the wealth management industry, announces the International Business Brokers Association (IBBA) has recognized business broker, Jeanie O’Reilly Northcutt, with the Chairman’s Circle Award, the Deal Maker Award, and the Top Individual Global Producer of the Year Award, for exceptional achievement in 2019 as part of its Member Excellence Awards Program.

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Topics: Awards, Press Releases

National Association of Certified Valuators and Analysts® (NACVA) Recognizes FP Transitions' Vice President Business Valuation Services

Posted by FP Transitions on January 1, 2019

VP Business Valuation Services and Partner Ryan Grau, CVA, CBA, becomes "40 Under Forty Honoree" for his accomplishments and contributions to the profession in 2018.

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Topics: Awards

President and Founder David Grau Sr., JD, Wins InvestmentNews 2017 Icons & Innovators Award

Posted by FP Transitions on December 19, 2017

President and Founder David Grau Sr., JD, receives prestigious "Icons & Innovators Award" from InvestmentNews magazine for elevating the industry with his break-through strategies for creating long-term business growth and sustainability.

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Topics: Awards

Financial Planning Association, FP Transitions Partner to Support Next Generation of Financial Planners

Posted by FP Transitions on April 25, 2017

LAKE OSWEGO, Ore. --The Financial Planning Association® (FPA®) is pleased to announce that FP Transitions is now FPA’s “Official Partner of the Next Generation of Financial Planners” in an effort to support young professionals on their career journeys in the financial planning profession.

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Topics: Press Releases

LPL Financial Names FP Transitions 2016 Vendor Affinity Program Vendor of the Year

Posted by FP Transitions on January 4, 2017

We are honored to be recognized by LPL Advisors as the Vendor Affinity Program Vendor of the Year for Practice Management.

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Topics: Awards

FP Transitions Announces 2013 M&A Data for Financial Advisory Firms

Posted by FP Transitions on February 24, 2014

LAKE OSWEGO, Ore. -- FP Transitions closed 104 deals in 2013, revealing a continued trend of strong demand and stable valuations, with variations in value connected to transaction type and deal structure.

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Topics: Press Releases

FP Transitions Announces Additions to Valuation and Analysis Team to Meet Surging Valuation Demand

Posted by FP Transitions on October 29, 2013

PORTLAND, Ore. -- FP Transitions, the leading provider of valuation, succession planning and practice equity growth services, announced today the reorganization of its valuation department to enhance quality and develop new valuation products to bring to market. The company has produced over 4,600 valuations of investment advisory firms including RIAs, registered representatives, and insurance practices. With demand for business valuations surging this year, the company is moving to meet the need by adding talent to its team of analysts. Eric Leeper, who has continuously provided unique insights into the quantitative aspects of practice management and valuation, has been named Vice President of Research and Analysis. The company has also hired Patrick DeGiovanni as a Senior Analyst. DeGiovanni adds additional experience in statistics and business analysis to the team. Leeper and DeGiovanni will join the existing team of four valuation professionals to maintain the highest standard of analysis and research to serve the financial services professional.

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Topics: Press Releases

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