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Posted by FP Transitions on July 16, 2020
FP Transitions Named a Finalist in the WealthManagement.com 2020 Industry Awards
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...
Posted by FP Transitions on May 6, 2020
FP Transitions Business Broker Wins Top Awards from the International Business Brokers Association
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...
Posted by FP Transitions on January 1, 2019
National Association of Certified Valuators and Analysts® (NACVA) Recognizes FP Transitions' Vice President Business Valuation Services
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.
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 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.