FPT In the News

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

May 2018 - SOLD : Eastern Virginia

Posted by FP Transitions on May 8, 2018

FP Transitions is pleased to announce the sale of an Eastern Virginia business for $2,200,000.

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Topics: Acquisition, Buying & Selling, SOLD

FPA Retreat 2018 - Recap

Posted by Kem Taylor on May 4, 2018

Last week, FP Transitions attended the FPA Retreat in Phoenix, AZ. We want to say a big thank you to all our clients and the visitors who stopped by to talk with us. We had a wonderful time speaking with new business owners, exiting advisors, and many others at a variety of points in their careers and growth journeys.

“Succession Challenge”

On Wednesday, FPT president and founder David Grau Sr., J.D. joined Michael Shockley, JD, CFP™ of RGT Wealth Advisors and Michael Futterman of Janus Henderson Investors on a panel addressing the “Succession Challenge,” moderated by Julie Littlechild of Absolute Engagement. The discussion featured data from a newly-released FPA / Janus Henderson study.

While 73% of advisors don’t have a written succession plan, the good news is that an increasing number of advisors are setting a goal for the value they want to realize for their business and 75% feel they are on track to meet or exceed their goal.

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Topics: FPA, Events

April 2018 - SOLD : Practice in Seattle, Washington

Posted by FP Transitions on May 2, 2018

FP Transitions is pleased to announce the sale of a Seattle, Washington business for $700,000.

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Topics: Acquisition, Buying & Selling, SOLD

April 2018 - SOLD : Practice in Charlotte, NC

Posted by FP Transitions on April 30, 2018

FP Transitions is pleased to announce the sale of a practice in Charlotte, NC for  $221,600.

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Topics: Acquisition, Buying & Selling, SOLD

April 2018 - SOLD : Practice in Southern California

Posted by FP Transitions on April 30, 2018

FP Transitions is pleased to announce the sale of a business in Southern California for  $1,000,000.

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Topics: Acquisition, Buying & Selling, SOLD

FP Transitions President & Founder, David Grau Sr., J.D. Honored at Icons & Innovators Awards

Posted by FP Transitions on April 17, 2018

This week our President & Founder, David Grau Sr., J.D., is traveling to NYC to receive an Icons & Innovators Award from Investment News along with 19 other incredible industry visionaries and thought leaders.

We are incredibly proud of David and our team who continue elevating the industry with new ideas for long-term business growth and sustainability.

Please join us in congratulating David on this honor!

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Topics: Industry News, Investment News, Awards

March 2018 - SOLD : Practice in Central Alabama

Posted by FP Transitions on March 5, 2018

FP Transitions is pleased to announce the sale of a Central Alabama business for $782,000.

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Topics: Acquisition, Buying & Selling, SOLD

February- SOLD : RR in San Francisco Bay Area

Posted by FP Transitions on February 20, 2018

FP Transitions is pleased to announce the sale of a San Francisco Bay Area business for $611,950.

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Topics: Acquisition, Buying & Selling, SOLD