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Posted by FP Transitions on September 1, 2021

Accomplished Industry Experts Join the FP Transitions Team

FP Transitions (FPT) — a leading provider of valuation, succession planning, and practice equity growth services in the financial services industry — recently added three new professionals to its roster. Each of these individuals brings extensive...

Posted by FP Transitions on January 13, 2021

FP Transitions Introduces New Webinar Channel for Financial Advisors

LAKE OSWEGO, OR -- FP Transitions, one of the country’s largest M&A consultants for financial advisors, announces the release of its new webinar channel: INSIGHTS Powered by FP Transitions. Through this new platform, FP Transitions will employ their...

Posted by FP Transitions on August 18, 2020

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

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...

Posted by FP Transitions on July 16, 2020

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

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...

Posted by FP Transitions on May 6, 2020

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

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...

Posted by FP Transitions on January 1, 2019

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

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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