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FP Transitions

Summary

FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.

Market Context

Deals Overview

Total Deals3

Valued Deals0

Total Valuevalue n/a

Avg. Deal Sizevalue n/a

Target: BENEMARK

Bidder: MERCER ADVISORS

4 Service Providers

4 Dealmakers

n/a

Value

Target: ASSET PLANNING SERVICES

Bidder: WESCOTT FINANCIAL ADVISORY GROUP

5 Service Providers

3 Dealmakers

n/a

Value

Target: SUMMIT WEALTH ADVISORS INC

Bidder: MERCER ADVISORS

4 Service Providers

5 Dealmakers

n/a

Value

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