FPT In the News

August 2018 - SOLD : Central Coast California

Posted by FP Transitions on August 28, 2018

FP Transitions is pleased to announce the sale of a business in the Central Coast area of California for $3,200,000.

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Topics: Acquisition, Buying & Selling, SOLD

August 2018 - SOLD : Southern Oregon

Posted by FP Transitions on August 3, 2018

FP Transitions is pleased to announce the sale of a practice in Southern Oregon for $261,000.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Cedar Rapids, IA

Posted by FP Transitions on August 2, 2018

FP Transitions is pleased to announce the sale of a business in Cedar Rapids, IA for $807,000.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Little Rock, AR

Posted by FP Transitions on July 31, 2018

FP Transitions is pleased to announce the sale of a Little Rock, AR business for $1,450,000.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Kansas City, KS

Posted by FP Transitions on July 31, 2018

FP Transitions is pleased to announce the sale of a business in Kansas City, KS for $1,198,812.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Raleigh Area North Carolina

Posted by FP Transitions on July 23, 2018

FP Transitions is pleased to announce the sale of a business in the Raleigh Area of North Carolina for $265,000.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Los Angeles, CA

Posted by FP Transitions on July 20, 2018

FP Transitions is pleased to announce the sale of an RIA in Los Angeles, CA for $1,600,000.

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Topics: Acquisition, Buying & Selling, SOLD

July 2018 - SOLD : Research Triangle of North Carolina

Posted by FP Transitions on July 17, 2018

FP Transitions is pleased to announce the sale of an RIA in the Research Triangle of North Carolina for $1,221,696.

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Topics: Acquisition, Buying & Selling, SOLD

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

Posted by FP Transitions on July 9, 2018

This month's Journal of Financial Planning includes an in-depth piece written by FP Transitions' President & Founder, David Grau Sr., J.D.: "Sustainability and the Future of the Profession." See excerpt below and click to read the whole article.

"It only makes sense for independent advisers to design a wealth management cycle that addresses the client life cycle. To be clear, I'm not saying for one minute that independent advisers can't make a very good living–they can and are for the most part. Today's independent advisers are not failing in their work of providing professional, relevant, and much needed financial services advise to their clients; they are failing to sustain a business beyond their own careers, leaving their clients to do that portion of the planning on their own, and advisers (and their broker-dealers, custodian, and insurance companies) are leaving an incredible amount of money on the table as a result for no good reason."  

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Topics: Journal of Financial Planning, FPA, FPT in the News, Sustainability

June 2018 - SOLD : Southeastern Coast of Florida

Posted by FP Transitions on July 3, 2018

FP Transitions is pleased to announce the sale of a business on the Southeastern Coast of Florida for $794,037.

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Topics: Acquisition, Buying & Selling, SOLD