FP Transitions

FP Transitions is a leading consulting firm based in Lake Oswego, OR, specializing in providing comprehensive solutions for financial advisors looking to value, protect, grow, and transition their businesses. With a team of experienced professionals and a century of combined expertise, they offer a full-service approach to support advisors in mergers, acquisitions, enterprise development, valuation, and growth.

For the past 20 years, FP Transitions has been at the forefront of facilitating internal and external sales of Registered Investment Advisors, Registered Representatives, and independent insurance businesses, creating numerous enterprises of enduring value through innovative financing and a non-advocacy method. Their specialized consulting services cater to wealth managers, offering end-to-end solutions for buying, selling, and transforming financial services practices.

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