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

Brad Bueermann

Eric Leeper

Lisa King

Jessica Mann

James Fisher

Geoff Schiveley

Elise Rogers

Douglas Kreft

The Legal Team at FP Transitions ensures compliance with regulatory standards and safeguards the legal interests of wealth managers and independent financial advisors. They provide expert guidance on mergers and acquisitions, succession planning, and business valuation agreements, while also drafting and reviewing legal documents to protect clients' business transactions. Their focus is on facilitating smooth operations and minimizing legal risks, enabling advisors to thrive in a complex financial landscape.

Legal Team

Business Development and Consulting

Valuation and M&A Team

Finance Team

Legal Team

About

Team members

Other teams at FP Transitions

Business Development and Consulting

Valuation and M&A Team

Finance Team