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FP Transitions

Financial Services

Specialities :
Mergers & acquisitions
Transaction support
Valuation services
Business consulting
Synthetic equity

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About FP Transitions

What does Fp transitions do?+

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. Weve 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 SolutionsTM membership program designed to help advisors value, protect, and grow their businesses. Our team...

What are Fp transitions's specialties? +

Mergers & acquisitions,transaction support,valuation services,business consulting,synthetic equity,entity development,compensation structuring,analytics,succession planning,business appraisals,growth strategies,benchmarking,continuity plans,transfer of ownership,legal services,equity pathways,equity management solutions,entity structure,multi-generational businesses,ria,and independent advisors

What is Fp transitions's industry? +

Fp transitions operates in the Financial services industry.

What is Fp transitions's revenue? +

Fp transitions's revenue is 11m - 100m

What is Fp transitions's company size? +

Fp transitions has 51 - 200 employees.

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