Welcome to FP TransitionsFP Transitions is the nation's largest and best known succession, valuation, and acquisition consulting firm for the financial services industry. We help independent registered reps, registered investment advisors, certified public accountants and insurance agents with managing the equity in their practice, from initial valuation, to the long term retirement strategies. Our goal is to put every independent advisor in complete control of their practice's value. | ||
Membership Benefits Members have access to the largest wealth of succession planning information and tools available, as well as access to open market listings for those interested in acquisition. | News & Events  Stay ConnectedReceive emails on new listings, webinars, newsletters and more! Click here to sign up for FREE!  WebinarsEquity Management and Valuation Webinar Series NEW! | |
Succession Management Action PlanFP Transitions helps advisors with their succession plans, one step at a time. We start by first defining practice value. Second, we focus on protecting practice equity against death or disability. Once these issues have been addressed, we can help plan for your eventual retirement, whether it is two years off, or ten. Planning now will help safeguard the value you've built in your practice for your family and your clients. FP Transitions is the recognized leader in the financial services industry. We’ll help you through these important steps: | ||
 |  |  | |  |
