Fp Transitions
Financial Services, 4900 MDWS Rd Ste 300, Lake Oswego, Oregon, 97035, United States, 51-200 Employees
Phone Number: 18*********
Who is 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 du...
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Headquarters: 4900 MDWS Rd Ste 300, Lake Oswego, Oregon, 97035, United States
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Date Founded: 1999
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Employees: 51-200
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Revenue: $50 Million to $100 Million
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Active Tech Stack: See technologies
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CEO:
Brad Bueermann
Email
Phone
Industry: Financial Services
SIC Code: 7389
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Frequently Asked Questions Regarding FP Transitions
Answer: FP Transitions's headquarters are located at 4900 MDWS Rd Ste 300, Lake Oswego, Oregon, 97035, United States
Answer: FP Transitions's phone number is 18*********
Answer: FP Transitions's official website is https://fptransitions.com
Answer: FP Transitions's revenue is $50 Million to $100 Million
Answer: FP Transitions's SIC: 7389
Answer: FP Transitions has 51-200 employees
Answer: FP Transitions is in Financial Services
Answer: FP Transitions contact info: Phone number: 18********* Website: https://fptransitions.com
Answer: 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 SolutionsTM 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.
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