FPT In the News

June 2019 - SOLD : Colorado

FP Transitions on June 3, 2019

May 2019 - SOLD : Northern New Jersey

FP Transitions on May 31, 2019

May 2019 - SOLD : Boston Area

FP Transitions on May 31, 2019

May 2019 - SOLD : Marin County, CA

FP Transitions on May 17, 2019

May 2019 - SOLD : San Francisco Area, CA

FP Transitions on May 1, 2019

May 2019 - SOLD : Southern California

FP Transitions on May 1, 2019

April 2019 - SOLD : Pacific Northwest

FP Transitions on April 19, 2019

April 2019 - SOLD : Oregon

FP Transitions on April 1, 2019

March 2019 - SOLD : Houston Area

FP Transitions on March 31, 2019

March 2019 - SOLD : Eastern Tennessee

FP Transitions on March 31, 2019

March 2019 - SOLD : Atlanta Area

FP Transitions on March 29, 2019

March 2019 - SOLD : Western Oregon

FP Transitions on March 29, 2019

March 2019 - SOLD : Central California

FP Transitions on March 21, 2019

March 2019 - SOLD : Minneapolis Metro Area

FP Transitions on March 20, 2019

March 2019 - SOLD : Southern Texas

FP Transitions on March 19, 2019

March 2019 - SOLD : Northern California

FP Transitions on March 18, 2019

January 2019 - SOLD : Southern Texas

FP Transitions on January 24, 2019

January 2019 - SOLD : Richmond Metro Area, VA

FP Transitions on January 8, 2019

January 2019 - SOLD : Central Illinois

FP Transitions on January 7, 2019

January 2019 - SOLD : New Haven Area, CT

FP Transitions on January 6, 2019

January 2019 - SOLD : Colorado

FP Transitions on January 6, 2019

January 2019 - SOLD : Eastern Pennsylvania

FP Transitions on January 6, 2019

January 2019 - SOLD : Minneapolis Metro Area

FP Transitions on January 5, 2019

January 2019 - SOLD : Northeastern Wisconsin

FP Transitions on January 5, 2019

January 2019 - SOLD : Atlanta Metro Area

FP Transitions on January 5, 2019

January 2019 - SOLD : Eastern New Jersey

FP Transitions on January 4, 2019

January 2019 - SOLD : Eastern New York State

FP Transitions on January 4, 2019

January 2019 - SOLD : New York, NY

FP Transitions on January 3, 2019

December 2018 - SOLD : Northern Alabama

FP Transitions on January 2, 2019

December 2018 - SOLD : New York, NY

FP Transitions on January 2, 2019

December 2018 - SOLD : Columbia Metro Area, SC

FP Transitions on January 2, 2019

January 2019 - SOLD : Pacific Northwest

FP Transitions on January 1, 2019

December 2018 - SOLD : Chicago, IL

FP Transitions on December 31, 2018

December 2018 - SOLD : Central California

FP Transitions on December 31, 2018

December 2018 - SOLD : Eastern New York State

FP Transitions on December 26, 2018

December 2018 - SOLD : Philadelphia Area

FP Transitions on December 18, 2018

December 2018 - SOLD : Central TX

FP Transitions on December 3, 2018

November 2018 - SOLD : Northwestern US

FP Transitions on November 16, 2018

November 2018 - SOLD : Northwestern Wisconsin

FP Transitions on November 15, 2018

October 2018 - SOLD : Southeastern Connecticut

FP Transitions on October 24, 2018

October 2018 - SOLD : Minneapolis, MN

FP Transitions on October 17, 2018

September 2018 - SOLD : Denver, CO

FP Transitions on October 4, 2018

October 2018 - SOLD : Santa Cruz, CA

FP Transitions on October 4, 2018

September 2018 - SOLD : Southern New Jersey

FP Transitions on October 2, 2018

September 2018 - SOLD : Maryland

FP Transitions on September 11, 2018

August 2018 - SOLD : San Francisco Bay Area

FP Transitions on September 4, 2018

August 2018 - Advisor2Advisor Podcast : David Grau Sr., JD Interview

FP Transitions on September 4, 2018

August 2018 - SOLD : Central Coast California

FP Transitions on August 28, 2018

August 2018 - SOLD : Southern Oregon

FP Transitions on August 3, 2018

July 2018 - SOLD : Cedar Rapids, IA

FP Transitions on August 2, 2018

July 2018 - SOLD : Little Rock, AR

FP Transitions on July 31, 2018

July 2018 - SOLD : Kansas City, KS

FP Transitions on July 31, 2018

July 2018 - SOLD : Raleigh Area North Carolina

FP Transitions on July 23, 2018

July 2018 - SOLD : Los Angeles, CA

FP Transitions on July 20, 2018

July 2018 - SOLD : Research Triangle of North Carolina

FP Transitions on July 17, 2018

July 2018 - Journal of Financial Planning: "Sustainability and the Future of the Profession"

FP Transitions on July 9, 2018

June 2018 - SOLD : Southeastern Coast of Florida

FP Transitions on July 3, 2018

June 2018 - SOLD : Boca Raton, FL

FP Transitions on July 3, 2018

June 2018 - SOLD : Baltimore, MD

FP Transitions on July 2, 2018

July 2018 - SOLD : Southwestern Coast of Florida

FP Transitions on July 2, 2018

June 2018 - SOLD : Houston, TX

FP Transitions on July 2, 2018

June 2018 - SOLD : Central Louisiana

FP Transitions on June 29, 2018

June 2018 - SOLD : Northern California

FP Transitions on June 27, 2018

June 2018 - SOLD : Sacramento Area California

FP Transitions on June 19, 2018

June 2018 - SOLD : RIA in San Francisco Bay Area

FP Transitions on June 14, 2018

June 2018 - SOLD : Dallas, TX

FP Transitions on June 1, 2018

June 2018 - SOLD : San Gabriel Valley California

FP Transitions on June 1, 2018

Ryan Grau, CVA, CBA - 2018 NACVA 40 Under Forty Honoree

FP Transitions on May 21, 2018

May 2018 - SOLD : Eastern Virginia

FP Transitions on May 8, 2018

FPA Retreat 2018 - Recap

Kem Taylor on May 4, 2018

April 2018 - SOLD : Practice in Seattle, Washington

FP Transitions on May 2, 2018

April 2018 - SOLD : Practice in Charlotte, NC

FP Transitions on April 30, 2018

April 2018 - SOLD : Practice in Southern California

FP Transitions on April 30, 2018

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

FP Transitions on April 17, 2018

April 2018 - SOLD : Columbus, OH

FP Transitions on April 2, 2018

March 2018 - SOLD : Practice in Central Alabama

FP Transitions on March 5, 2018

February- SOLD : RR in San Francisco Bay Area

FP Transitions on February 20, 2018

February 2018 - SOLD : Practice in San Diego Area

FP Transitions on February 20, 2018

February - SOLD : Practice in Los Angeles Metro Area

FP Transitions on February 12, 2018

February 2018 - SOLD : Practice in the Pacific Northwest

FP Transitions on February 2, 2018

February 2018 - SOLD : Practice in South Louisiana

FP Transitions on February 2, 2018

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

FP Transitions on January 26, 2018

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

FP Transitions on January 9, 2018

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

FP Transitions on January 3, 2018

January 2018 - SOLD : Practice in Central Colorado

FP Transitions on January 3, 2018

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

FP Transitions on December 19, 2017

December 2017 - SOLD : Practice in Burlington County New Jersey

FP Transitions on December 4, 2017

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

FP Transitions on November 20, 2017

November - SOLD : Practice in Louisville, Kentucky

FP Transitions on November 3, 2017

November 2017 - SOLD : Practice in the Research Triangle Area of North Carolina

FP Transitions on November 3, 2017

October 2017 - SOLD : Practice in Baltimore, Maryland

FP Transitions on October 25, 2017

October 2017 - SOLD : Practice in Orange County California

FP Transitions on October 18, 2017

October 2017 - SOLD : Practice in Central Gulf Coast of Florida

FP Transitions on October 5, 2017

October - SOLD : Practice in Jacksonville, Florida

FP Transitions on October 3, 2017

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

FP Transitions on September 11, 2017

September 2017 - SOLD : Practice in Western Colorado

FP Transitions on September 11, 2017

September 2017 - SOLD : INSURANCE PRACTICE in Upstate South Carolina

FP Transitions on September 8, 2017

August 2017 - SOLD : Practice in Greater Denver Area Colorado

FP Transitions on August 31, 2017

August 2017 - SOLD : Practice in North Carolina

FP Transitions on August 31, 2017

August 2017 - SOLD : Practice in Los Angeles Metro Area

FP Transitions on August 17, 2017

August 2017 - SOLD : Practice in Central Georgia

FP Transitions on August 17, 2017

August 2017 - David Grau Sr., JD on Better Conversation. Better Outcomes. Podcast

FP Transitions on August 14, 2017

August 2017 - SOLD : RR in South Puget Sound Washington

FP Transitions on August 2, 2017

July 2017 - SOLD : RR in Long Island, NY

FP Transitions on July 4, 2017

July 2017 - SOLD : Practice in Northern New Hampshire

FP Transitions on July 4, 2017

June 2017 - SOLD : RR in Little Rock, AR

FP Transitions on June 19, 2017

June 2017 - SOLD : RIA in Portland, OR

FP Transitions on June 14, 2017

June 2017 - SOLD : Practice in Central Arizona

FP Transitions on June 2, 2017

May 2017 - SOLD : Practice in Central North Carolina

FP Transitions on May 31, 2017

May 2017 - SOLD : Practice in Denver, Colorado

FP Transitions on May 15, 2017

May 2017 - SOLD : Practice in Northwestern Indiana

FP Transitions on May 8, 2017

May 2017 - SOLD : RIA in Los Angeles, CA

FP Transitions on May 5, 2017

May 2017 - SOLD : Practice in Minneapolis Area Minnesota

FP Transitions on May 2, 2017

May 2017 - SOLD : Practice in San Juan Islands Washington

FP Transitions on May 2, 2017

May 2017 - SOLD : Practice in San Gabriel Valley California

FP Transitions on May 1, 2017

May 2017 - SOLD : RIA in Southern Oregon

FP Transitions on May 1, 2017

April 2017 - SOLD : Practice in Southeastern Tennessee

FP Transitions on April 28, 2017

April 2017 - PRESS RELEASE: Financial Planning Association, FP Transitions Partner to Support Next Generation of Financial Planners

FP Transitions on April 26, 2017

April 2017 - Journal of Financial Planning: Advice for Next-Generation Advisers Looking for Ownership (Clone)

FP Transitions on April 17, 2017

April 2017 - SOLD : Practice in Central New Jersey

FP Transitions on April 3, 2017

March 2017 - SOLD : Practice in St. Louis, MO

FP Transitions on March 31, 2017

March 2017 - SOLD : Practice in Connecticut

FP Transitions on March 31, 2017

March 2017 - SOLD : Practice in Vermont

FP Transitions on March 22, 2017

March 2017 - SOLD : RR in DC Metro Area

FP Transitions on March 17, 2017

March 2017 - SOLD : RIA in San Francisco, CA

FP Transitions on March 17, 2017

March 2017 - SOLD : RIA in Silicon Valley California

FP Transitions on March 13, 2017

March 2017 - SOLD : RR in Southwestern Florida

FP Transitions on March 7, 2017

March 2017 - SOLD : Practice in Denver, CO

FP Transitions on March 3, 2017

February 2017 - SOLD : Practice in Honolulu, HI

FP Transitions on February 28, 2017

January 2017 - SOLD : Practice in Northwestern Indiana

FP Transitions on January 19, 2017

January 2017 - SOLD : RR in East Bay California

FP Transitions on January 19, 2017

January 2017 - SOLD : Practice in Baltimore, Maryland

FP Transitions on January 18, 2017

January 2017 - SOLD : Practice in Cincinnati, OH

FP Transitions on January 16, 2017

January 2017 - SOLD : Practice in Central New York

FP Transitions on January 12, 2017

January 2017 - SOLD : RR in Southwestern Connecticut

FP Transitions on January 9, 2017

January 2017 - SOLD : Practice in Portland, OR

FP Transitions on January 4, 2017

January 2017 - SOLD : Practice in Ventura County California

FP Transitions on January 4, 2017

January 2017 - Financial Advisor Magazine: Six Steps Sellers Should Take Before Signing Deal Papers

FP Transitions on January 4, 2017

January 2017 - SOLD : Practice in Central Illinois

FP Transitions on January 4, 2017

January 2017 - SOLD : Practice in Central North Carolina

FP Transitions on January 3, 2017

January 2017 - SOLD : Practice in Western New York

FP Transitions on January 3, 2017

January 2017 - SOLD : Practice in Washington D.C. Area

FP Transitions on January 2, 2017

January 2017 - SOLD : Practice in Western Pennsylvania

FP Transitions on January 2, 2017

October 2016 - Investment News: "Top Reasons for Independent Advisers to Consider a Merger Instead of an Acquisition"

FP Transitions on October 20, 2016

September 2016 - Financial Advisor Magazine: How To Avoid Common Mistakes When Selling A Practice

FP Transitions on September 14, 2016

August 2016 - Financial Advisor Magazine: "Buyers Galore for FA Firms, but Challenges Remain for Small Sellers"

FP Transitions on August 23, 2016

January 2015 - Financial Advisor Magazine: Successful Continuity Planning

FP Transitions on January 7, 2015

November 2014 - Wealth Management Magazine: Boosting Curb Appeal

FP Transitions on November 11, 2014

July 2014 - Benzinga PreMarket Prep: David Grau Sr., JD Interview [PODCAST]

FP Transitions on July 9, 2014

June 2014 - Advisors.ca: Succession Planning Can Boost Business

FP Transitions on June 26, 2014

July 2014 - Wealth Management Magazine: Charting Your Succession Course

FP Transitions on June 24, 2014

June 2014 - Wealth Management Magazine: How Indy Advisors Can Remodel Cash Flow to Build Business of Enduring Value

FP Transitions on June 19, 2014

June 2014 - Reuters: Building a Financial Advice Business You Can Sell

FP Transitions on June 6, 2014

June 2014 - Financial Advisor Magazine: Revenue Sharing Vs. Equity: Beware Of 'Eat What You Kill'

FP Transitions on June 3, 2014