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 Business Development and Consulting team at FP Transitions focuses on fostering growth and strategic partnerships for wealth managers and independent financial advisors. They provide tailored consulting services, guidance on mergers and acquisitions, and support in business valuation and succession planning. By leveraging their extensive expertise, the team drives initiatives that enable advisors to enhance their operational efficiency and achieve long-term, sustainable business success.

Business Development and Consulting

Valuation and M&A Team

Finance Team

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Business Development and Consulting

About

Team members

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Business Development and Consulting

About

Team members

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