FP Transitions @FPTransitions

We are transforming financial services practices into sustainable businesses with our powerhouse team of lawyers, analysts, and consultants. #FPSustainability fptransitions.com Portland, OR Joined March 2010

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FP Transitions @FPTransitions

2 days ago

When should advisors start planning to scale? “Start early. Earlier than you think. Define your vision, look at the data, and make a plan.” — Eric Leeper, CFA | FP Transitions 🎥 Full convo with @FPTransitions + The Well Recruiting Solutions 🔗 hubs.ly/Q03KJmyQ0

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FP Transitions @FPTransitions

2 days ago

🎤By joining forces with EquitaFN and Ellevate, we're ensuring that women-owned firms have access to the most effective succession strategies in the industry.” – Stuart Smith, JD 👉 Read the full article on @PRNewswire hubs.ly/Q03K2Kg90

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FP Transitions @FPTransitions

6 days ago

M&A isn’t just about numbers. 📊 Think of the 3 families of M&A: 1️⃣ You – personal impact 2️⃣ Your Staff – the backbone of success 3️⃣ Your Clients – trust & confidence Every deal should win for all three. 🎥 hubs.ly/Q03JHzqF0

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FP Transitions @FPTransitions

a week ago

💡 Keep your firm’s compensation competitive. The FPINSIGHTS® 2025 Compensation Study benchmarks 3,200+ firms by role, region & size—covering salary + bonus, revenue-sharing, equity plans & more. More than data. It’s direction. 🔗 Participate FREE: hubs.ly/Q03JPnwM0

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FP Transitions @FPTransitions

a week ago

Hiring Is Just the Beginning. What comes next defines your business. In this roundtable, Leslie Smith, Eric Leeper & Steven Perry share strategies for role design, comp plans & succession-ready teams. 🎥 Watch on-demand: hubs.ly/Q03JHlMV0

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FP Transitions @FPTransitions

a week ago

🎤 “I never had anyone who advocated for me.” — Bridget Venus Grimes, CFP®, President, EquitaFN We partnered with Ellevate Advisors and EquitaFN to create Succession Planning Advantage to help advisors. 🎧 Hear Bridget’s full convo with Suzanne Siracuse: hubs.ly/Q03JcvZb0

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FP Transitions @FPTransitions

2 weeks ago

Future Proof Festival 2025 is a wrap! ✅ Brad Bueermann shared insights on succession planning ✅ We demoed Compensation Survey results in FPInsights ✅ Connected with next-gen leaders. Big ideas, good music, and a bright future. Until next time, Future Proof! 👋

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FP Transitions @FPTransitions

2 weeks ago

Day 3️⃣ at Future Proof is here! The FP Transitions team is at Booth #343 talking growth, comp structures, M&A, succession, and building transferable equity. Stop by to chat with Brad Bueermann, James Fisher, JD, Seth Davis, Leslie Smith & Gaia Borgias, MB!

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FP Transitions @FPTransitions

2 weeks ago

We’re live at Future Proof, meeting advisory business owners ready to evolve from producer-led models to equity-driven enterprises. Stop by booth #343 to connect with our team and explore what future-ready looks like. #FutureProofFestival #WealthManagement #BusinessGrowth

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FP Transitions @FPTransitions

3 weeks ago

Future Proof is NEXT WEEK! Will we see you there? Join our experts as they share insights on building the future of your firm and explore strategies for enterprise growth, valuations, succession, and M&A while connecting with our team in person. Let’s talk insights ☀️

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FP Transitions @FPTransitions

4 weeks ago

When transitions are built on the right strategy and leadership, client relationships stay strong. Most clients care more about continuity and service than who owns the business. Retention rates consistently exceed 98% when structured with intention. #FPInsights #ClientRetention

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FP Transitions @FPTransitions

a month ago

If you have not started planning for what comes next, you are not alone. Most advisors begin without a clear path. Eric Leeper, CFA and Suzanne Siracuse explain how to take the first step toward building a more sustainable business. 🎥 hubs.ly/Q03CGBmr0 #FPInsights