News
Select Topic:
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.
Posted by FP Transitions on December 19, 2017
President and Founder David Grau Sr., JD, Wins InvestmentNews 2017 Icons & Innovators Award
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.
Posted by FP Transitions on April 25, 2017
Financial Planning Association, FP Transitions Partner to Support Next Generation of Financial Planners
LAKE OSWEGO, Ore. --TheFinancial Planning Association® (FPA®) is pleased to announce thatFP Transitionsis now FPA’s “Official Partner of the Next Generation of Financial Planners” in an effort to support young professionals on their career...
Posted by FP Transitions on January 4, 2017
LPL Financial Names FP Transitions 2016 Vendor Affinity Program Vendor of the Year
We are honored to be recognized by LPL Advisors as the Vendor Affinity Program Vendor of the Year for Practice Management.
Posted by FP Transitions on February 24, 2014
FP Transitions Announces 2013 M&A Data for Financial Advisory Firms
LAKE OSWEGO, Ore. -- FP Transitionsclosed 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.
Posted by FP Transitions on October 29, 2013
FP Transitions Announces Additions to Valuation and Analysis Team to Meet Surging Valuation Demand
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...