FP Transitions
Business Services · Oregon, United States · 11-50 Employees
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Overview
Headquarters
4900 Meadows Rd Ste 300, Lake Oswego, Or...Phone Number
(800) 934-3303Website
www.fptransitions.comRevenue
$20.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About FP Transitions
FP Transitions is a leading provider of mergers and acquisitions, valuation, business growth, firm consulting, and succession planning services tailored for the financial services industry. They specialize in offering expert consulting to independent advisors focused on enhancing their equity value and growth potential. The company serves a wide range of advisory businesses, facilitating smooth transitions and providing actionable insights for improving performance and compensation strategies. With over 25 years of experience, FP Transitions has established a robust marketplace for independent advisors, including comprehensive support through their equity management solutions and consulting services.Explore more
FP Transitions Org Chart
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Activity Insights
FP Transitions is experiencing very low activity levels compared to other companies in the Business Services sector.
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FP Transitions financials insights
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2020
Debt
$350K
FP Transitions Tech Stack
A closer look at the technologies used by FP Transitions
Most Recent Scoops
Event
Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Open Position
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FP Transitions News & Media
Equita Financial Network Launches Comprehensive Succession Planning Solution in Partnership with Ellevate Advisors and FP Transitions
FT. WASHINGTON, Pa., Sept. 5, 2025 /PRNewswire/ -- Equita Financial Network (EquitaFN), the only wealth management platform for women owned, fee-only independent financial advisors, today announced the launch of its new succession planning solution, EquitaFN Succession Advantage, designed...Propelled by recent growth, FP Transitions hits a valuation milestone and invests in its own expertise.
FP Transitions marks wins and gears to deliver the industry’s greatest transformational growth insights. FP Transitions marks wins and gears to deliver the industry’s greatest transformational growth insights.Partnership between FMG and FP Transitions ignites 360-degree growth solutions for independent advisor businesses
Firms team up to power comprehensive advisor growth by combining the consulting expertise of FP Transitions with the easy-to-use, proven marketing technology and content platform of FMG. Firms team up to power comprehensive advisor growth by combining the consulting expertise of FP Transitions with the easy-to-use, proven marketing technology and content platform of FMG.Accomplished Industry Experts Join the FP Transitions Team
LAKE OSWEGO, Ore., Aug. 16, 2021 /PRNewswire/ -- FP Transitions (FPT) — a leading provider of valuation, succession planning, and practice equity growth services in the financial services industry — recently added three new professionals to its roster. Each of these individuals brings...
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FP Transitions is a leading provider of mergers and acquisitions, valuation, business growth, firm consulting, and succession planning services tailored for the financial services industry. They specialize in offering expert consulting to independent advisors focused on enhancing their equity value and growth potential. The company serves a wide ra... Read More
