Clients Who Trust Us

We cannot put into words the value of FP Transitions’ assistance in the completion of not only a business transaction, but a realization of our dreams. To take two desires, expressed by two unique visions, and craft them into one unified voice of agreement takes both a masterful execution of tactics and a beautiful dance of humanity on the part of he who is firmly caught in the middle.

Nearly a decade ago, we engaged FP Transitions with a clear goal in mind: to accurately value our practice and lay the foundation for the transition of ownership. Their guidance was invaluable. From the beginning, they expertly navigated us through each step, offering wise counsel and ensuring nothing was overlooked. Reflecting on the journey, I cannot think of anything which should have been done differently. The fee paid to FP Transitions was an excellent investment for our firm, not an expense.

I teamed up with FP Transitions for an M&A deal, and I’m thrilled with the experience. Their excellent communication, honesty, and clear guidance made the process seamless. Their positivity transformed what could have been a stressful situation into an enjoyable one. FP's trustworthiness and expertise benefit both buyers and sellers, making them invaluable. They helped discern the right fit, provided extensive legal expertise, and navigated all nuances seamlessly. Overall, working with FP was a positive and fulfilling experience. I highly recommend them to anyone in the M&A market.

Partnering with FP Transitions has been an exceptional experience. Right from the start, their consultants' friendly demeanor and unwavering support made the acquisition process smooth sailing. Their depth of knowledge and expertise shone through in every interaction, presenting opportunities that perfectly aligned with my needs and aspirations. Their professionalism has been consistently impressive, and collaborating with them over the past few years has been a true pleasure.

As the owner of an independent RIA, as my firm has grown, it’s become crucial to add additional resources to serve our clients. There is a plethora of information in our industry that can be quite overwhelming. Thankfully, I found a number of caring professionals at FP Transitions who helped guide me through a process that solidified next steps. From valuing my business, to consulting on succession and continuity planning, and developing a path for partnership for my team members, I now have a solid plan for continued growth and prosperity for me, our firm, and our clients.

I am beyond grateful for the incredible EMS™ team at FP Transitions! Their unwavering support and expertise have made me feel completely confident in their company. From answering my questions to guiding me through every step, they've been amazing. Though I haven't made a purchase yet, I'm eagerly anticipating the opportunity with this exceptional team. Thank you for an enriching experience!