FP Transitions

FP Transitions Transforming businesses of enduring and sustainable value via consulting, valuation and M&A services.

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. With over 20 years' 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 System®—a membership program designed to help advisors value, protect, and grow their businesses. Our team of 45+ includes an in-house legal department, financial analysts and modelers, certified valuation specialists, and seasoned business consultants—all spanning nearly a century of combined experience. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals.

11/03/2025

⏳The countdown is on!

Looking forward to returning to IMPACT®2025 in Denver, Nov 4–6.
It’s always great connecting with independent advisors who are driving innovation across the industry.

If you’ll be attending, come see us at booth #724. I’d love to reconnect.

10/29/2025

Where are top-performing advisory businesses investing to grow value?

Scott Leak, CFP®, CEPA, shares five strategic focus areas that stood out across four years of data.
Firms that invested in these areas saw valuations at least one full EBITDA multiple higher than the median:

✔ Technology
✔ Marketing
✔ Talent
✔ Recurring revenue
✔ Equity-aligned partnerships

These aren’t theories. These are data-backed actions that elevate business strength and sustainability.

🎥 Watch the breakdown:
https://hubs.ly/Q03Q6cb40

10/28/2025

Equity swaps are complex. 👀

When advisors exchange stock in a closely held business for shares in a larger entity, especially one backed by private equity, the implications go far beyond valuation

Brad Bueermann, Eric Leeper, CFA, and James Fisher, JD guide both sides through governance, control, and economic risks. With bilateral due diligence and a nonadvocacy model, FP Transitions helps create alignment, not just transactions.

🎥 Watch the full conversation:
https://hubs.ly/Q03Q6f_40

⏳ The countdown is on! The FP Transitions team is headed to in Denver, CO, Nov 4-6. We’re proud to exhibit in support ...
10/27/2025

⏳ The countdown is on! The FP Transitions team is headed to in Denver, CO, Nov 4-6.

We’re proud to exhibit in support of what matters most: independent advisors driving the future of wealth management.

Stop by booth #724 to chat with our team: James Fisher, JD, Eric Leeper, CFA, Leslie Smith, Gaia Borgias, and Andrew Gaskill.

See you there!

10/23/2025

The Rule of Thirds for advisory business cash flow is simple, powerful, and often overlooked. 📊

In a recent master class led by Scott Leak, CFP®, CEPA, we explored this timeless benchmark:

If margins drop below 20% for too long, your business may become uninvestable. That’s especially critical for G2 owners who rely on profit distributions to fund their buy-in.

Lower profits can be strategic if you're reinvesting for growth. But knowing where the money goes is essential.

💡 Is your business structured for sustainability?

🎥 Watch the full Masterclass:

https://hubs.ly/Q03PM_yT0

10/22/2025

Management ≠ Mentorship. Are your leadership skills aligned with what next-gen advisors really want?

Emerging talent isn’t confused, they're clear about what they need:

✅ A healthy team culture
✅ Strong leadership
✅ Structure and career clarity
✅ Mentorship that guides rather than just manages

And here’s what’s surprising: they’re not shying away from the work.

📈 In our externship program, we’ve seen a 60%+ completion rate from over 2,000 participants working 20 hours per week on top of full-time jobs, family commitments, and more.

What they need is a path. A plan. A business that believes in them and shows them how to grow.

Are you building that environment? Or just expecting performance?

Watch the full conversation:

🎥 https://hubs.ly/Q03Pqk1l0

Amplified Planning

10/21/2025

Base + Bonus Is In. ✅ Revenue Splits Are Out. ❌

Eric Leeper, CFA shares insights in a conversation with Steve Perry of The Well Recruiting Solutions on how compensation structures are evolving in advisory businesses.

We’re tracking 3,000+ roles, and the trend is clear:
➡️ Most roles now follow a base + bonus model
➡️ Bonuses are tied to KPIs, not just production
➡️ Revenue splits are mostly reserved for BD roles
This shift supports stronger margins, better alignment, and more scalable growth.

Watch the full discussion to get more insights: https://hubs.ly/Q03PqkRs0

10/17/2025

Most smaller and mid-sized firms aren’t investing in marketing. It’s not in the budget or the P&L, and it’s holding them back.

Larger firms are doubling down on brand and visibility, and they are pulling ahead fast.

As Eric Leeper, CFA, explains, the return on strong marketing can rival or exceed M&A growth. The firms closing this gap are the ones building lasting enterprise value.

🎥 Watch the full conversation: https://hubs.ly/Q03P9Tp00

Wealth Enhancement

10/16/2025

Internal succession sounds simple until you try to do it.

Eric Leeper, CFA breaks down what it really takes to structure a succession plan that works: aligning intentions, evaluating ownership mindset, and designing around both economics and culture. ✅

This is not about gifting equity. It is about identifying partners who are ready to invest in time, money, and responsibility. If you're not sure where to begin, start by getting clear on the outcome you're solving for.

Don't miss Kay Lynn Mayhue’s cautionary tale at the end. A powerful reminder of what is at stake.

Watch the full discussion at https://hubs.ly/Q03NRF6q0

Merit Financial Advisors

10/14/2025

You don’t have to choose between internal succession *or* finding a partner outside your business.

Those paths aren’t always mutually exclusive and when structured intentionally, they can unlock powerful advantages.

In a recent discussion, James Fisher, JD, emphasizes the impact of advisors building continuity and growth by blending internal G2 ownership with external partnerships. When done right, it protects your team, supports the founders' exit glidepath, and creates long-term alignment for clients and employees alike.

It’s a perspective shift many haven’t considered, but one that can redefine the future of your business.

🎥 Hear more about best practices of preparing for evolving dynamics: https://hubs.ly/Q03Nz3KN0

10/08/2025

Will market volatility affect your valuation? 🤔

Eric Leeper, CFA, reminds us that a well-run advisory business doesn’t have a beta of 1. Value doesn’t move one-to-one with returns.

Firms that diversify their revenue and lead with strong infrastructure are built to absorb the shocks.

So, how do you structure a business that can thrive in volatile markets?

🎥 Watch the full webinar to learn how to position your business for long-term sustainability.

https://hubs.ly/Q03MNvh90

10/03/2025

Turn Data into Insight. ➡️ Insight into Action.

The FPInsights® Portal gives advisory business leaders the tools to benchmark compensation and performance using data from more than 17,000 valuations and 25 years of experience. With 50+ KPIs across value, profitability, and revenue, the portal helps you uncover trends that top-line metrics often miss.
Whether you're aligning team compensation, exploring internal succession, or preparing for acquisition, the FPInsights® Portal translates data into strategic action.

📊 Want better decisions, backed by data? Create a FREE account: https://hubs.ly/Q03LZ-D-0

🖥️ Book a demo to explore how these tools guide sustainable growth
https://hubs.ly/Q03L-5F10

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4900 Meadows Road, Ste 300
Lake Oswego, OR
97035

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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