James Fisher, VP of Mergers & Acquisitions, FP Transitions. Transforming businesses of enduring and sustainable value via consulting, valuation and M&A services. That is where transition specialists can add real value for advisors. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals. FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors with over twenty years of industry expertise. FP Transitions (2015c) suggested that many financial advisers assume succession planning is the same as exit planning, indicating that succession only exists for groups of solo practitioners or practice enterprises, but not among solo practitioners. 132 likes 2 talking about this 28 were here. Our team of 45+ includes an in-house legal department, financial analysts and modelers, certified valuation specialists, and seasoned business consultants-all spanning nearly a century of combined experience. Our experiences continue to show that optimal succession planning can take up. Market Services Build Lists Research Sectors Uncover Opportunities. With over 20 years' 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 System®-a membership program designed to help advisors value, protect, and grow their businesses. FP Transitions supports thousands of firms annually with updating, planning, or activating their succession plan. 3.5K M&A Advisors 181K Transactions 186K Companies. The practice’s client base is largely concentrated in Florida and California but would benefit from a partner firm with a national presence. Priority access to practices for sale coupled. Members within the program will receive: An annual comprehensive valuation report (CVR) An annual continuity plan with regular updates. 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. FP Transitions 2021 1 This fee-only RIA based in Central Florida is focused on providing its 115 client households with holistic financial planning and tax services on a flat fee or annual retainer basis. To protect and fortify the independent, Fee-Only financial planning profession, FP Transitions has created a custom NAPFA Equity Management Solutions program. FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.
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