Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Valuation, succession and M&A services for independent advisors
Lake Oswego, OR, USFounded 199951-200 employeesfptransitions.com
FP Transitions provides valuation, succession planning, mergers and acquisitions and practice consulting to independent financial advisors and their firms. Its work centers on helping owners measure, grow and eventually transfer the equity value of an advisory business.
Services include business valuations, buy-side and sell-side M&A support, succession and continuity planning, internal equity-sharing structures, and growth consulting. The firm runs the FPT Open Market, an online listing of advisory practices for sale. Its FPInsights platform includes an Estimated Value Index, which benchmarks a firm's financial profile against similar firms in the company's database, and, since September 2026, compensation benchmarking for advisory firm staff. A free online assessment rates a firm across five areas, including dependence on key people, leadership and team alignment. A membership program offers ongoing support.
FP Transitions has worked with advisors since 1999 and is based in Lake Oswego, Oregon. The company says it has more than 70 staff, handles about 100 M&A transactions a year and has served more than 17,000 advisory businesses. Brad Bueermann is chief executive.
Acquisition, succession and transition loans for investment advisory firms
Practice management & M&ACustom quote
Exit-planning software with business valuations and owner engagement tools for advisors
AI platform that automates repapering and account transfers when advisors move books between firms
Practice management & M&ACustom quote
KPI dashboard that benchmarks an advisory firm's accounting data against peer firms
Practice management & M&ASubscription
Practice valuation, succession, continuity and coaching for financial advisors
Practice management & M&APer transaction
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
Data & researchCustom quote
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