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    Fp Transitions

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    Description

    • FP Transitions is the nation's leading provider of equity management, valuation, and succession planning services for the financial services industry, and operates the largest open market for buying and selling financial service practices in the U.S. Working in cooperation with broker-dealers, custodians, clearing firms, and insurance companies, FP Transitions provides its services to advisors, registered reps, and insurance agents of all sizes. FP Transitions expertise includes practice valuations, continuity planning, practice benchmarking, strategic consulting, performance coaching, succession planning, entity formation and maintenance, internal ownership track set up and management, and mergers and acquisitions.
    • location

      Headquarters:4900 Meadows Suite 300, Lake Oswego, Oregon, United States

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    • Fp Transitions phone

      Phone Number: +1 800-934-3303

    • Fp Transitions website

      Website: https://www.fptransitions.com

    • Fp Transitions employees

      Employees:54

    • Fp Transitions revenue

      Revenue:$1 - 10M

    • Fp Transitions legal name

      Legal Name:Fp Transitions

    • Fp Transitions's Social Media

      Fp Transitions linkedin
    • done Is this data correct?

    • |  NAICS Code: 312230  |

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    Person level website identification

    CEO for Fp Transitions

    Brad Bueermann

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    David Grau

    President And Founder

    Doug Kreft

    Vice President

    James Fisher

    Vice President Of Mergers And Acquisitions

    Elise Rogers

    Vice President Marketing

    Larry Hill

    Senior Vice President - Sales And Services

    Frequently Asked Questions regarding Fp Transitions

    • Where are Fp Transitions's Headquarters?

      Fp Transitions's Headquarters are in 4900 Meadows Suite 300,Lake Oswego,Oregon,United States

    • What is Fp Transitions's phone number?

      Fp Transitions's phone number is +1 800-934-3303

    • What is Fp Transitions's official website?

      Fp Transitions's official website is https://www.fptransitions.com

    • What is Fp Transitions's Revenue?

      Fp Transitions's revenue is $1 - 10M

    • What is Fp Transitions's NAICS code?

      Fp Transitions's NAICS code is 312230

    • How many employees are working in Fp Transitions

      Fp Transitions has 54 employees

    • What is Fp Transitions's Industry?

      Fp Transitions is in the industry of Financial Services

    • Who is Fp Transitions's CEO?

      Fp Transitions's CEO is Brad Bueermann

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