FP Transitions Revenue
Financial Services • 
Lake Oswego, Oregon, United States • 51-100 Employees
FP Transitions revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $278,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Key Contacts at FP Transitions
Scott Leak
Director Of Business Development And Senior Consultant
Marcus Hagood
Director, Equity Management Solutions
Aaron Wells
Director Of Valuations
Brad Bueermann
Ceo
Lisa King
Director Of Operations
Jessica Mann
Director Of Accounting
Company overview
| Headquarters | 4900 Meadows, Suite 300, Lake Oswego, OR 97035, US |
| Phone number | +18009343303 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Valuation Services, Analytics, RIA, Succession Planning, Legal Services, Mergers & Acquisitions, Business Consulting, Benchmarking, Growth Strategies, Compensation Structuring, Transaction Support, Business Appraisals, Transfer Of Ownership, Continuity Plans, Independent Advisors, Entity Structure, Entity Development, Synthetic Equity, Equity Management Solutions, Equity Pathways, Multi-Generational Businesses |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
FP Transitions Email Formats
FP Transitions uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@fptransitions.com), used 89.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@fptransitions.com | 92.1% |
{first name}.{last name} | john.doe@fptransitions.com | 7.9% |
About FP Transitions
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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
FP Transitions has 40 employees across 11 departments.
Departments
Number of employees
Funding Data
FP Transitions has never raised funding before.
FP Transitions Tech Stack
Discover the technologies and tools that power FP Transitions's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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ChinaFrequently asked questions
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