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Posts by FP Transitions

Posted on January 5, 2026

How to Get an Accurate RIA Valuation, Then Triple It

Posted on January 2, 2026

Should RIAs brace for a pullback in deal valuations?

Eric Leeper of FP Transitions offers fresh perspective on M&A deals, why buyers are getting more discerning, and how would-be sellers can boost their practice value.

By Leo Almazora

Posted on December 30, 2025

From Advisor to Partner: The Equity Evolution

By Elise Rogers, Vice President of Marketing, FP Transitions

Posted on December 22, 2025

FP Transitions wins Firm Award for Thought Leadership and Education at the ThinkAdvisor LUMINARIES Awards 2025

Luminaries 2025 Impact Statement

Posted 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 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...

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