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.
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.
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.
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.
We are honored to be recognized by LPL Advisors as the Vendor Affinity Program Vendor of the Year for Practice Management.