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Posted by FP Transitions on December 22, 2025

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

Press Release,  Awards
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FP Transitions wins Firm Award for Thought Leadership and Education at the ThinkAdvisor LUMINARIES Awards 2025
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Luminaries 2025 Impact Statement

FP Transitions is a leading educational voice in the independent advisory space, leveraging the industry’s largest proprietary valuation database containing over 15,000 business valuations, to deliver actionable, data-driven insights year-round. In 2025, FP Transitions advanced this mission with its groundbreaking Next-Generation Initiative, addressing the profession’s critical succession pipeline challenge. Partnering with the FinServ Foundation, the firm surveyed aspiring advisors to uncover what emerging talent truly values — mentorship, structured onboarding, inclusive cultures, and transparent career paths — and dispelled common misconceptions about the profession. Findings were launched via the national webinar Winning the Talent Race, shared at the Net Positive Consortium.

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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...

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Awards, Press Releases
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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...

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Awards, Press Releases
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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.

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Awards
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