FP Transitions is the nation’s leading 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, our comprehensive, coordinated, and customized solutions enable financial services businesses to achieve long-term, sustainable growth. Our team of 40 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.
David Grau Sr., JD
President & Founder
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