FPT In the News

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 industry experience and a valuable perspective to the ever-growing FP Transitions team.

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 M&A and valuation databases and share the data and insights with wealth managers and independent advisors.

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 data and compares it to industry projections made early in the pandemic.

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.

LAKE OSWEGO, Ore. --The Financial Planning Association® (FPA®) is pleased to announce that FP Transitions is now FPA’s “Official Partner of the Next Generation of Financial Planners” in an effort to support young professionals on their career journeys in the financial planning profession.

LAKE OSWEGO, Ore. -- FP Transitions closed 104 deals in 2013, revealing a continued trend of strong demand and stable valuations, with variations in value connected to transaction type and deal structure.

PORTLAND, Ore. -- FP Transitions, the leading provider of valuation, succession planning and practice equity growth services, announced today the reorganization of its valuation department to enhance quality and develop new valuation products to bring to market. The company has produced over 4,600 valuations of investment advisory firms including RIAs, registered representatives, and insurance practices. With demand for business valuations surging this year, the company is moving to meet the need by adding talent to its team of analysts. Eric Leeper, who has continuously provided unique insights into the quantitative aspects of practice management and valuation, has been named Vice President of Research and Analysis. The company has also hired Patrick DeGiovanni as a Senior Analyst. DeGiovanni adds additional experience in statistics and business analysis to the team. Leeper and DeGiovanni will join the existing team of four valuation professionals to maintain the highest standard of analysis and research to serve the financial services professional.