FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth.

We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses.

Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.

Business Development

Consulting

FP Transitions

FP Transitions' headquarters in Lake Oswego, OR, United States

Brad Bueermann

Anthony Adams

Miko Santos

Kevin Goserud

Eric Leeper

Lisa King

Jessica Mann

James Fisher

Elise Rogers

Douglas Kreft

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People (27)

Brad Bueermann

Marcus Hagood

Keoni Conlu

Paula Williams

Seth Davis

Ethan Walker

Jean - Christophe Zobel

Michele Griffin

Ailish Duff

James Fisher

John Mcclory

Sam Kennedy

Jessica Mann

Lisa King

Laura Tarrant

Cole Bauge

Paula W.

Rachel Beckwith

Shelby Wells

Stephen Riley

Kevin Goserud

Eric Leeper

Mel T.

Ross Neher

Benjamin Willis

Miko Santos

Anthony Adams

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