WELCOME

ORION ASCENT ATTENDEES

 FEBRUARY 27TH - MARCH 2ND

BUILDING SUSTAINABLE ENTERPRISES

Dedicated to the advancement and sustainability of the wealth management industry, FP Transitions transforms practices into thriving businesses through proper entity structure, intelligent compensation design, and equity pathways that allow a smooth transition of ownership while increasing firm value.

 

View the presentation slide deck here.

 

Stop by Booth #325 for conversations surrounding:

Entity Structure

Compensation Design

Succession & Transition Planning

Growth Consulting & Benchmarking

Mergers & Equity Transfers

Exit & Continuity Planning

Meet The Experts

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Scott Leak, CFP®

Director of Business Development,
Senior Consultant

FP Transitions

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Seth Davis

Business Development Specialist

FP Transitions

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James Hughes

SVP - Head of Investment Advisory Lending

Live Oak Bank

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Jessica Flynn

Communications Director

FP Transitions

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Elise Rogers

VP Marketing

FP Transitions

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Trey Schnippel

VP - Investment Advisory Lending

Live Oak Bank

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CONSULTING

M&A

VALUATION

SUCCESSION PLANNING


CONNECT WITH US!

 

Our dedicated team is here to help you on the path to success. Click the button below to get in touch: