Clients Who Trust Us

I turned to FP Transitions to help build a truly multi-generational firm. Initially, I thought I could manage the process with an accountant and attorney at a lower cost, but FP’s expertise, infrastructure, and structured process were invaluable. They helped us navigate tough conversations, define partnerships, and institutionalize systems that have driven growth beyond expectations. The experience was thorough, organized, and absolutely worth it. FP Transitions delivered clarity, strategy, and results—I wouldn’t build a business without them.

I found my acquisition opportunity through SEI and engaged FP Transitions for acquisition support. Their neutral, experienced guidance clarified the complexities of the deal, ensuring both parties felt represented and informed. The valuation process was straightforward and affordable, providing a solid foundation for negotiations. FP Transitions’ legal and acquisition support streamlined everything—from agreement drafting to structuring the deal—helping to maximize the value of my investment. I only wish I had used them for my first acquisition. For anyone considering a similar path, I highly recommend FP Transitions—it’s well worth the investment.

For several years, FP Transitions has been an invaluable collaborator, guiding us through numerous business shifts. Their expertise ranges from providing a comprehensive business valuation analysis, onboarding G3 advisors, to crafting succession plans. Our discussions with FP Transitions consistently result in actionable insights that drive our business planning and growth. We deeply value our partnership with FP Transitions and their exceptional team.

Six years ago, we teamed up with FP Transitions to craft a succession blueprint for our company. Today, we're thrilled to be executing our fourth series of transitions to the next wave of owners. The integrated expertise of FP Transitions, encompassing Consulting, Valuation, Analytics, and Legal services, has consistently streamlined the process, ensuring each handover is a success.

We worked with FP Transitions to set up a succession plan for our firm. Five years later, we’re on our second round of successful sales to the next generation of owners. Having all of the specialists – EMS, Consulting, Valuation, Analytics and Legal – under one roof has made for a smooth process each time.

I want to compliment the FP Transitions team for their exceptional EMS™ Program! I simply must commend the team for curating an abundance of highly useful exclusive resources. Thank you, FP Transitions, for being a powerful and positive force in our industry. The depth and quality of their resources have truly transformed how we approach our work. Their commitment to excellence is evident and greatly appreciated.