FP Transitions Financial Advisor Overview

FP Transitions FAQ


Where is FP Transitions headquartered?

FP Transitions is headquartered in Lake Oswego, Oregon.

When was FP Transitions founded?

FP Transitions was founded in 1999.

What sevices does FP Transitions offer?

FP Transitions offers Capital Raising, Fairness Opinions and M&A Advisory.

FP Transitions

FP Transitions LLC

4900 Meadows Road, Suite 300,
Lake Oswego, Oregon 97035
United States
(800) 934-3303
www.fptransitions.com
questions@fptransitions.com

FP Transitions is an advisory firm focused on the wealth management industry. The Firm offers a range of services including M&A, valuation, succession planning, and consulting. FP Transitions was founded in 1999 and is headquartered in Lake Oswego, Oregon.


M&A Advisory Summary

Buyside vs Sellside

Year '20 '21 '22 '23 '24 '25 T
Buyside (0.0/yr) - - - - - - 0
Sellside (0.2/yr) 1 - - - - 1 2
  2

Most Recent

Target Company Date Value Type
Sign-up to View 2025-09-03 - Business Services
Sign-up to View 2020-08-05 - Business Services
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Sector Experience

Sector # Value
Business Services Sign-up to View
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Geo Experience

State/Country # Value
United States Sign-up to View
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Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
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Top M&A Clients

Corporate (2) Deals
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1
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1