VP of Business Valuation Services / Partner
Ryan has earned his Certified Valuation Analyst (CVA) credential and Certified Business Appraiser (CBA) credential from the National Association of Certified Valuators and Analysts (NACVA) and Institute of Business Appraisers respectively. He is currently a candidate for the Accredited Senior Appraiser (ASA) credential. Ryan is also certified by the Appraisal Foundation on the Uniform Standards of Professional Appraisal Practice (USPAP) and has been admitted multiple times as an expert witness by the Financial Industry Regulatory Authority (FINRA) as well as state and federal judicial authorities.
Ryan is an industry authority on value and valuation for investment advisory, wealth management, and insurance-based practices and businesses, having supervised the preparation and delivery of over 5,000 market-based calculation reports for various purposes such as mergers and acquisitions, gifting, divorces, damage claims, C-S Corp. election, estate tax, and institutional lending. Ryan has authored, as well as contributed to, various industry publications and best-selling books on the topics of succession planning, valuation, and acquisition of independent financial service and advisory practices. In 2018, Ryan was recognized as one of the NACVA’s 40 Under Forty honorees for his accomplishments and contributions to the profession.
Ryan has worked with business owners, as well as their attorneys and CPAs to help them understand value drivers as well as the application of valuation theories and principles. He has appraised both controlling and minority interests in closely-held businesses for purposes including mergers and acquisitions, marital dissolutions, partnership dissolutions, damages, litigation support, charitable contributions, gift taxes, and institutional lending, among other things.
Ryan’s ongoing mission is to provide clarity to business owners, attorneys, and CPAs on the topics of value and valuation. Through presentations, editorial work, and authorship of numerous articles, Ryan endeavors to share knowledge with individual advisors and to educate the financial services industry as a whole on how to best value, protect, and grow their highly-regulated and often complex practices. Whether they are buying, selling, protecting value through a death and disability plan, or creating equity pathways to grow the enterprise, Ryan’s contributions have helped thousands of advisors and professionals achieve their business goals.
Ryan is a graduate of Portland State University with a bachelor’s degree in business administration. He is an auto enthusiast, often spotted off-roading in the mountains or racing at Portland International Raceway. Ryan is married to Christina, and together they maintain a very busy household that revolves around their three children—Anthony, Liam, and Maddie.
Warren holds more designations than any other professional at FP Transitions but brings the unique experiences of management of operations, ownership of closely held businesses, long experience in brokerage of businesses, and business appraisal skills and knowledge to the team.
Warren has spent thirty years as a business broker and appraiser. He is a past Chair of the Board of Directors of the International Business Brokers Association, and a twice recipient of their Chairman’s Award for his contributions to their education programs. He serves as an expert witness in matters of business appraisal. He is the past Chair of the Qualification Review Committees of the Institute of Business Appraisers and is also a past Regional Governor of the IBA. Warren’s designations include Accredited Senior Appraiser (ASA) by the American Society of Appraisers; Master Certified Business Appraiser (MCBA); Accredited in Business Appraisal Review (ABAR) by the Institute of Business Appraisers; Master Analyst in Financial Forensics (MAFF); and Certified Valuation Analyst (CVA) by the National Association of Valuators and Analysts. He is pleased to apply his vast experience and expertise to the FP Transitions valuation methodology and to develop improved models to serve independent financial professionals.
Prior to venturing into brokerage and appraisals, Warren was successful in the U.S. confections market: He was President of Curtis Candy, which featured such market successes as Baby Ruth and Butterfinger; as well as President of Cadbury North America, where he oversaw the building of Cadbury's first U.S. chocolate factory in Pennsylvania. He holds a degree in chemical engineering from the University of California, Berkeley, and served as an Infantry Officer in the US Army.
Warren is an avid golfer and frequent traveler. While he has lived on both coasts and played the links from Pebble Beach to St. Andrews, his partnership with FP Transitions allows him easier access to his favorite course, the Bandon Dunes on the Oregon coast.
Marcus is an oenophile that holds Series 7, 63 and 66 securities licenses, with a degree in international economics, which makes him a really smart wine connoisseur.
Prior to joining FP Transitions, Marcus was exploring his life-long dream of producing world-class wine by working at two pioneering Oregon wineries, Lange Estate and Erath. While assisting in the production of multiple award-winning wines, he began to miss the warm, safe, and less physically demanding nature of his former life in the financial services industry.
With 15 years of industry experience in multiple roles at TD Ameritrade and Securities America, Marcus’s varied experience has included everything from recruiting financial professionals to working to develop the first ever online brokerage window in a 401(k) plan. Through it all, his focus has been to assist investment professionals in achieving their goals through identifying and implementing best practices in business development, practice management, succession planning, and technology integration.
Marcus’s passion is creating new products and services. He had the rare opportunity to join Ameritrade while it was still family owned and was there during the development of many new lines of business and technologies. At FP Transitions, Marcus is responsible for the support and evolution of FP Transitions’ popular Equity Management System® (EMS), helping thousands of advisors learn how to manage the equity of their practices and businesses.
Marcus earned his B.A. in international studies (international economics) at the University of Nebraska, with dual minors in German and economics. He lives in Tigard, Oregon, with his wife Mary Stuart and their three lovely children, Cole, Madeline, and Lauren.
Marcus’s perfect vacation is a trip to Burgundy spent crawling through cellars, tasting barrel samples of Grand Cru Burgundy with the winemakers and discussing the different vintages and winemaking techniques, followed by a trip to the Côte d'Azur for some sail/beach time on the Med.
Senior Data Engineer
Ben is a man of mystery, but loves his music—and valuations!
Ben Collins was born in Aberdeen, Washington, and grew up in central Oregon. He graduated from Oregon State University in 2009 with a degree in biology, minoring in chemistry and philosophy-ethics. After returning from a medical internship in Durban, South Africa, and a brief stint with Netflix to explore the business side of things, Ben joined FP Transitions in 2010.
Ben is FP Transitions' senior valuation analyst for a valuation team that consistently performs more than 1,000 valuations each year. Ben organizes and analyzes practice data in order to determine each practice’s specific placement on the Cash Flow Quality, Transition Risk, and Marketplace Demand Indexes, the key steps in compiling the Comprehensive Valuation Report. Ben’s work also provides significant data from which benchmarking reports are provided, helping advisors assess areas of operational strength or weakness.
Although Ben enjoys art, literature, film, comic books, sports, science, and spending time with friends and family, his life-long passion is music. Ben began his musical career at age 16, recording and touring the country throughout high school and college. He currently plays with the blues-rock outfit South Saturn Delta. By day, he is your typical playboy/philanthropist/project analyst. By night, he is Jim Morrison incarnate.
Jeremy is a class act, world traveling musician and comes to FP Transitions from the land of the Chicago Cubs.
Prior to joining the FP Transitions team, Jeremy earned his finance and economics degree from Portland State University. While at school, Jeremy coordinated various insurance and financial services activities, including financial budget allocations, insurance renewals, and risk management oversight for seven Oregon state universities.
Jeremy brings his passion for analytical challenges to FP Transitions’ Valuation Department. Jeremy enjoys the complexities, challenges, and analysis that are required of a business appraiser. One of his main passions is working closely with clients on each appraisal to gain an understanding of how they built their business and shaped their future expectations. He gathers and analyzes both macro and micro level economics that could potentially influence those future expectations. Jeremy uses this analysis to help the clients make both short- and long-term tactical decisions to increase their value proposition given their desired exit strategy. As an appraiser, Jeremy has worked with over 700 financial advisors to help them understand the value of practice and the key value drivers.
Jeremy is a current member of the National Association of Certified Valuators and Analysts (NACVA) and has earned the Certified Valuation Analyst (CVA) accreditation.
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Equal parts explorer and analyst, Julia enjoys working with advisors to learn the story behind their numbers.
The role of a Valuation Analyst at FP Transitions is both qualitative and quantitative in nature, and Julia’s background underscores the special kind of work that she does for advisors. Hailing from New Hampshire’s Lakes Region, Julia pursued a dual major at the University of New Hampshire in Information Systems and Business Analytics before graduating with a degree in finance and economics. After studying investment markets and financial scandals, Julia has come to appreciate the need for accuracy and honesty in the valuation work that she performs.
During her time in college, she explored and nurtured her passion for business and professionalism as a member of the professional co-ed business fraternity, Alpha Kappa Psi, and as a member of her college’s Women in Business club. She exercised her passion for traveling when she spent five months studying in Budapest, Hungary, explored Eastern Europe, and visited her roots in Germany. It was her passion for travel and exploration that led her to the West Coast where she was able to soak in much of Oregon’s natural beauty.
Recently, Julia was granted an opportunity that led her back to the East Coast. Her new location takes her much closer to where she grew up so she is thoroughly enjoying quality time with her family. She will be continuing her role as a valuation analyst with FP Transitions, albeit, from across the country! We hope her sense of wanderlust, and her love of Oregon will bring her back to us for frequent visits.
If you ever need to find Julia, look both high and low, because when she’s not working she is most likely to be found climbing a mountain or relaxing on a beach!
Lisa’s philosophy is that nobody ever gets lost taking the high road. It shows in her unwavering optimism and cool, calm, collected attitude in the face of difficulty.
Lisa grew up in Los Angeles and escaped the heat of the suburbs when she moved to the Pacific Northwest to earn a bachelor’s degree in English at the University of Oregon.
She loves animals down to her core. She is the proud owner of two cats, affectionately named Gray Cat and Orange Cat respectively, and a labradoodle puppy named Chewbacca. Since Lisa was in third grade, she has been riding horses. Once she became old enough to compete, she trained and rode horses in hunter/jumper contests until her junior year of high school. Her experience with horses led to her managing large-scale horse facilities for the NCAA Division 1 Fresno State Equestrian team. She kept everyone level-headed in a high-stress setting by maintaining a safe and functional work environment; a skill she uses to keep order at FP Transitions.
Now Lisa is the glue that holds the Equity Management System® (EMS) together. She coordinates EMS services, including valuations, benchmarking reports, and continuity agreements. She assists clients to create more valuable and enduring businesses by providing invaluable guidance and coaching on these deliverables. She accomplishes this by collaborating with the other departments, and by doing so, she enriches each client’s experience.
When she isn’t helping clients increase the value of their business, Lisa spends her afternoons enjoying quality time with her pets, as well as riding and training horses.