News
Select Topic:
Posted by FP Transitions on September 1, 2021
Accomplished Industry Experts Join the FP Transitions Team
FP Transitions (FPT) — a leading provider of valuation, succession planning, and practice equity growth services in the financial services industry — recently added three new professionals to its roster. Each of these individuals brings extensive...
Posted by FP Transitions on January 13, 2021
FP Transitions Introduces New Webinar Channel for Financial Advisors
LAKE OSWEGO, OR -- FP Transitions, one of the country’s largest M&A consultants for financial advisors, announces the release of its new webinar channel: INSIGHTS Powered by FP Transitions. Through this new platform, FP Transitions will employ their...
Posted by FP Transitions on August 18, 2020
Advisory M&A Stays Strong: FP Transitions Releases 2020 Mid-Year Market Review
LAKE OSWEGO, OR -- FP Transitions, one of the country’s largest M&A consultants for financial advisors, announces the release of its 2020 Mid-Year Market Review. In the video report, CEO Brad Bueermann gives an inside look at the firm’s advisory M&A...
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 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...