FPT In the News

FP Transitions Named a Finalist in the WealthManagement.com 2020 Industry Awards

Posted by FP Transitions on July 16, 2020

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 outstanding achievements by companies, individuals, and organizations that support financial advisor success. FP Transitions was recognized in the Succession/Ownership Transition Services category for Synthetic Equity: An Innovative Approach to Compensation.

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Topics: Awards, Press Releases

FP Transitions Business Broker Wins Top Awards from the International Business Brokers Association

Posted by FP Transitions on May 6, 2020

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 Circle Award, the Deal Maker Award, and the Top Individual Global Producer of the Year Award, for exceptional achievement in 2019 as part of its Member Excellence Awards Program.

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Topics: Awards, Press Releases

National Association of Certified Valuators and Analysts® (NACVA) Recognizes FP Transitions' Vice President Business Valuation Services

Posted by FP Transitions on January 1, 2019

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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Topics: Awards

President and Founder David Grau Sr., JD, Wins InvestmentNews 2017 Icons & Innovators Award

Posted by FP Transitions on December 19, 2017

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.

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Topics: Awards

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