FPT In the News

FP Transitions

Recent Posts

November 2018 - SOLD : Northwestern US

Posted by FP Transitions on November 16, 2018

FP Transitions is pleased to announce the sale of a practice in the Northwestern US for $1,000,000.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

More

Topics: Acquisition, Buying & Selling, SOLD

November 2018 - SOLD : Northwestern Wisconsin

Posted by FP Transitions on November 15, 2018

FP Transitions is pleased to announce the sale of a Northwestern Wisconsin practice for $340,000.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

More

Topics: Acquisition, Buying & Selling, SOLD

October 2018 - SOLD : Southeastern Connecticut

Posted by FP Transitions on October 24, 2018

FP Transitions is pleased to announce the sale of a business in Southeastern Connecticut for $803,000.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

More

Topics: Acquisition, Buying & Selling, SOLD

October 2018 - SOLD : Minneapolis, MN

Posted by FP Transitions on October 17, 2018

FP Transitions is pleased to announce the sale of a practice in Minneapolis, MN for $164,000. 

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

More

Topics: Acquisition, Buying & Selling, SOLD

September 2018 - SOLD : Denver, CO

Posted by FP Transitions on October 4, 2018

FP Transitions is pleased to announce the sale of a practice in Denver, CO $450,000.

VIEW OUR CURRENT LISTINGS BY LOGGING INTO YOUR DASHBOARD HERE

More

Topics: Acquisition, Buying & Selling, SOLD

October 2018 - SOLD : Santa Cruz, CA

Posted by FP Transitions on October 4, 2018

FP Transitions is pleased to announce the sale of a Santa Cruz, CA practice for $221,253.

VIEW OUR CURRENT LISTINGS HERE

More

Topics: Acquisition, Buying & Selling, SOLD

September 2018 - SOLD : Southern New Jersey

Posted by FP Transitions on October 2, 2018

FP Transitions is pleased to announce the sale of a practice in Southern New Jersey for $668,000.

VIEW OUR CURRENT LISTINGS HERE

More

Topics: Acquisition, Buying & Selling, SOLD

September 2018 - SOLD : Maryland

Posted by FP Transitions on September 11, 2018

FP Transitions is pleased to announce the sale of a practice in Maryland for $625,000.

VIEW CURRENT LISTINGS HERE

More

Topics: Acquisition, Buying & Selling, SOLD

August 2018 - SOLD : San Francisco Bay Area

Posted by FP Transitions on September 4, 2018

FP Transitions is pleased to announce the sale of a practice in the San Francisco Bay Area of California for $483,850.

VIEW CURRENT LISTINGS HERE

More

Topics: Acquisition, Buying & Selling, SOLD

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

Posted by FP Transitions on September 4, 2018

Last month FP Transitions President and Founder, David Grau Sr., JD, joined Scott and Pat on the Advisor2Advisor podcast to discuss common concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make when they fail to capitalize on the equity they’ve established by creating a viable succession plan. Listen here.

More

Topics: FPT in the News, Mergers, Succession Planning, advisor2advisor