FP Transitions is pleased to announce the sale of a business in the Central Coast area of California for $3,200,000.
FP Transitions is pleased to announce the sale of a practice in Southern Oregon for $261,000.
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a business in Cedar Rapids, IA for $807,000.
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a Little Rock, AR business for $1,450,000.
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a business in Kansas City, KS for $1,198,812.
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of a business in the Raleigh Area of North Carolina for $265,000.
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of an RIA in Los Angeles, CA for $1,600,000.
Topics: Acquisition, Buying & Selling, SOLD
FP Transitions is pleased to announce the sale of an RIA in the Research Triangle of North Carolina for $1,221,696.
Topics: Acquisition, Buying & Selling, SOLD
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."
Topics: Journal of Financial Planning, FPA, FPT in the News, Sustainability
FP Transitions is pleased to announce the sale of a business on the Southeastern Coast of Florida for $794,037.
Topics: Acquisition, Buying & Selling, SOLD