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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...