FP Transitions
Rachel Beckwith is a Senior Marketing and Content Strategist at FP Transitions with expertise in design, content creation, and strategy. Rachel is also a Graphic Designer + Marketing Consultant at R Beckwith Design, working on various client projects. Prior to these roles, Rachel worked at the American Red Cross as a Donor Information Lead and at Linfield College as a Clerical Assistant. Rachel holds an A.A. in Graphic Design and a B.A. in English Language and Literature.
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.