FP Transitions has created a unique and successful system for the purchase and sale of financial service practices. Our processes have been developed over the years and multitude of practice sales. The process takes parties through the following basic stages:
> Introduction to concepts
> Valuation
> Selecting A Successor
> Deal/Tax Structuring
> Contracts
> Post Closing Assistance
Through the unique non-advocacy approach, buyers and sellers are able to work together to create a deal that is compliant and fair to everyone, including the clients. To learn more about the FP Transitions process, please click on the appropriate link below:
(These refer to our open-market system. For the processes we use in our consulting programs, or other parts of our business, please Contact Us or call us at 800.934.3303 with questions.)