CEO / Principal
Brad has the dubious distinction of having sailed right through the largest hurricane on record, but somehow seems to have enjoyed it.
Brad is a nationally recognized speaker and thought leader on matters of business value, equity management, and mergers and acquisitions for independent financial professionals. Brad’s forward thinking and groundbreaking work on building enterprise value and creating sustainable firms has made him an important thought leader in the industry, and a frequent conference speaker.
As a long time entrepreneur and strategic consultant, Brad has developed a broad expertise in building sustainable business models with an eye towards long term sustainable growth. His early M&A work in the agri-business and food processing sectors allowed him insights into which operating components help ensure solid growth and stability. He later served as COO for a national brokerage firm and helped develop many protocols for sales of small and mid-sized privately held firms. He later led the acquisitions efforts for a startup in the biotech sector in Cambridge, Massachusetts.
As CEO of FP Transitions, he has guided the company’s growth for the past 13 years to over 40 dedicated professionals who consult with over 2,000 clients per year. He has personally overseen consulting assignments with many of the country's largest broker dealers, custodians, and insurance companies, and continues to guide the creation of the next generation of strategies for independent wealth management firms.
Brad is adventurous: he’s a world traveler, hot air balloon pilot, blue water sailor, and an instrument rated pilot. Brad, his wife Laura and two daughters, are on constantly on the move: family photos are usually an airport selfie as they head in different directions. He is a graduate of Stanford University.