FP Transitions
James Fisher is currently the Vice President of Mergers & Acquisitions at FP Transitions. Prior to this role, James worked as an Attorney at Landye Bennett Blumstein, a Financial Enforcement Officer at the State of Oregon, and a Trial Attorney at the U.S. Department of Transportation. James holds a Doctor of Law - JD degree from Willamette University College of Law and a degree in Aviation Business Administration from Embry-Riddle Aeronautical University.
FP Transitions
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.