Clients Who Trust Us

The FP Transitions experience has been the most professional engagement I have ever been a part of. The entire team is always on time, well prepared for every meeting and thoughtful about my specific engagement at all times. Everyone is completely knowledgeable within their specific area and impact their wisdom on my specific firm.

Our firm recently acquired three businesses. Two deals leveraged the Transaction Support services with FP Transitions - those deals completed in a matter of weeks. Third had a seller who chose not to use those formal services and it took 6 months to finalize that transaction with many frustrations along the way. Going forward we won't execute M&A transactions without the support of FP Transitions.

FP Transitions operates with unwavering honesty and fairness, ensuring a balanced support system for both buyers and sellers. Their dedication to driving deals to completion is unmatched, resulting in a smooth and seamless process. With their stellar reputation in the industry, I gained access to numerous positive merger opportunities. Trustworthy, efficient, and well-connected, FP Transitions is the ultimate partner for navigating transitions in the financial world.

FP Transitions has been an invaluable strategic partner. They not only provide us with critical valuation services during underwriting, but also offer our clients a comprehensive suite of services – from M&A consulting to legal support. What we really appreciate is how they've been there to assist our clients with internal succession challenges, organizational hurdles, and even revamping compensation structures. Their extensive customer base and impressive deal volume give them a unique perspective on the industry, which has proven incredibly beneficial to us and our clients. Our longstanding partnership with them has only strengthened over the years, leading to a higher success rate in collaborations. We look forward to continuing this valuable collaboration for many years to come.

Transitioning from a major broker dealer to acquiring four books of business and establishing an independent office was quite the challenge, especially when it came to dealing with all the legal documentation. Thankfully, FP Transitions was there every step of the way, providing us with invaluable guidance and support to build a solid foundation for our new venture. It's impressive how, in just 6 months, FP's internal legal team managed to draft 54 legal documents tailored precisely to our needs. Partnering with FP significantly reduced our risk, especially with the flexible earnout purchase model based on revenue. The experience taught us the importance of thorough education and meticulous documentation, making our transition smoother and more secure, all thanks to the expertise and assistance of FP Transitions.

Our partnership with FP Transitions has been incredibly beneficial, providing end-to-end solutions spanning M&A, valuation, consulting, in-house legal support, and ongoing coaching through their EMS™ membership services. Working with FP, we have seen our clients increase their enterprise value with organizational realignment. Others have improved their financials with detailed compensation redesign. While some have built enduring businesses with the design and implementation of succession plans. With FP's deep understanding of their clients, we have confidence that referrals align seamlessly with our business objectives. Over the years, our enduring partnership has flourished, resulting in an elevated success rate in our joint endeavors. They're truly a cornerstone of our strategic partnership.