FP Transitions | Specialized Consulting for Wealth Managers

Equity Management Solutions®

Membership program designed to support advisors on their journey for protecting, growing and transforming their business.

Maximize Your Potential
The Largest M&A Marketplace for Independent Advisors

Explore the list of financial services practices currently listed on the FPT Open Market.

Dive In
Specialized Consulting for Wealth Managers

We provide advice and expertise to independent advisors who seek to identify, build and realize their equity value.
Expert Consulting for Growth-Minded Wealth Managers

Your advisory firm’s next stage of growth starts with clear, actionable insights. Discover what top firms are paying their teams—and how to structure compensation that drives performance.

Take Our Compensation Survey
Equity Management Solutions®

Membership program designed to support advisors on their journey for protecting, growing and transforming their business.

Maximize Your Potential
The Largest M&A Marketplace for Independent Advisors

Explore the list of financial services practices currently listed on the FPT Open Market.

Dive In
Specialized Consulting for Wealth Managers

We provide advice and expertise to independent advisors who seek to identify, build and realize their equity value.
Expert Consulting for Growth-Minded Wealth Managers

Your advisory firm’s next stage of growth starts with clear, actionable insights. Discover what top firms are paying their teams—and how to structure compensation that drives performance.

Take Our Compensation Survey

Equity Management Solutions®

Membership program designed to support advisors on their journey for protecting, growing and transforming their business.

Maximize Your Potential
The Largest M&A Marketplace for Independent Advisors

Explore the list of financial services practices currently listed on the FPT Open Market.

Dive In
Specialized Consulting for Wealth Managers

We provide advice and expertise to independent advisors who seek to identify, build and realize their equity value.
Expert Consulting for Growth-Minded Wealth Managers

Your advisory firm’s next stage of growth starts with clear, actionable insights. Discover what top firms are paying their teams—and how to structure compensation that drives performance.

Take Our Compensation Survey
Equity Management Solutions®

Membership program designed to support advisors on their journey for protecting, growing and transforming their business.

Maximize Your Potential
The Largest M&A Marketplace for Independent Advisors

Explore the list of financial services practices currently listed on the FPT Open Market.

Dive In
Specialized Consulting for Wealth Managers

We provide advice and expertise to independent advisors who seek to identify, build and realize their equity value.
Expert Consulting for Growth-Minded Wealth Managers

Your advisory firm’s next stage of growth starts with clear, actionable insights. Discover what top firms are paying their teams—and how to structure compensation that drives performance.

Take Our Compensation Survey

…

Our Services

ConsultingEnd-to-end solutions for transforming businesses of sustainable value. M&ALaying the groundwork for a smooth transition of ownership whether buying, selling, or sharing equity within your firm. Succession PlanningMasterfully designing and implementing multigenerational teams. ValuationDelivers a baseline understanding of firm value, highlighting multiple levers for protecting, growing, and transitioning.

Schedule a Consultation

25+ Years
in Service

100+ M&A
Transactions Annually

70+ Professionals
on Staff

17,000+ Advisory Businesses Served

Latest Resources

From Strategy to Success: The Pivot that Doubled Profit

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Topics:
Entity & Business Structure, Internal Succession & Equity, Valuation & Benchmarking, External Sale, Mergers, Enterprise Growth, Sustainability, Deal Structure & Documentation, Growth, Next-Gen, Compensation, Exit Planning, About FP Transitions

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Market Turbulence and Its Impact on the Financial Advisory Industry and M&A

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Topics:
Mergers, Acquisition, External Sale, Exit Planning, Internal Succession & Equity

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Plan for Transition Workbook

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Topics:
External Sale, Exit Planning, Mergers

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FPInsights® Portal

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Topics:
Valuation & Benchmarking, Continuity Planning, Compensation, Enterprise Growth, Sustainability, About FP Transitions, Growth

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How to Turn Around a "No" When Seeking Ownership

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Topics:
Exit Planning, Internal Succession & Equity, Next-Gen, Sustainability

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Four Areas Where Valuation Plays a Critical Role

blog

Topics:
Valuation & Benchmarking, Mergers, Growth, Internal Succession & Equity

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Insights for Every Advisory Business: Unlocking Data-Driven Success

discussion

Topics:
Growth, Valuation & Benchmarking, Compensation, Enterprise Growth, Marketing

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The Right Time to Add Capacity

video

Topics:
Client Experience, Growth, Sustainability

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Building Your Next Billion in Assets The Key to Sustainable Growth & Succession

discussion

Topics:
Sustainability, Next-Gen, Continuity Planning, Growth, Exit Planning, Acquisition, Internal Succession & Equity, Enterprise Growth

Read more
Unlock the Power of Benchmarking

video

Topics:
Valuation & Benchmarking, About FP Transitions, Enterprise Growth

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Optimizing Compensation for Growth & Retention

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Topics:
Compensation, Growth

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M&A Process Overview

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Topics:
Acquisition, Mergers, About FP Transitions, External Sale

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View all resources

Advisors Who Trust Us

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.

Timothy F. Fisher, CFP®, MPAS

Managing Director, Wealth Advisor, Carson Wealth
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.

Sonia Ernst

Managing Partner, Manager of Trading and Operations, Cabot Wealth Management
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.

Dan

President of an Independent Broker/Dealer Office in SE US
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 G2 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.

Bradley N. and Zachary B.
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.

Todd R.E. Stryker

First Pacific Financial
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.

James “Skip” Nichols and Financial Planning Resources
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.

Bob Stowe, CFP®