16 Acquisition International - Issue 2 2022 Dec21559 A Smooth Transition FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors with over twenty years of industry expertise. Recently accredited as Oregon’s Best Wealth Management Consulting Firm, 2022, FP Transitions offers a full-service concierge approach to supporting advisors during critical points within their business life cycle. stablished in 1999, FP Transitions offers a comprehensive, coordinated approach to wealth management consulting whilst customizing solutions to each client, achieving, and exceeding long-term sustainable business growth. Headed by CEO Brad Bueermann, the company has experienced exponential growth during his leadership. With the impressive industry achievement of personally supervising consulting assignments with some of the country’s largest broker-dealers, custodians, and insurance companies, Brad together with Founder David Grau, Sr, JD continues to lead the next generation of strategies for independent wealth management firms. Brad’s innovative thinking and revolutionary work around building enterprise value and creating sustainable wealth management firms has solidified the FP Transitions name as a leader for the industry. Based in Lake Oswego, Oregon, FP Transitions is built of nearly 60 individualized experts who have grown to specialize in various sectors whilst operating the largest open market for buying and selling financial practices. “We help manage the enterprise value our clients have built over their lifetime in this industry. In addition we work to build enduring firms to ensure the firm provides services to their clients well beyond their need horizon,” states Brad. FP Transitions has led the industry with its decade-long expertise and experience within the wealth management sector. With that, its core services have been noted to provide sheer excellence in standards and quality customer care. FP Transitions has a full-service team of licensed and credentialed lawyers, Chartered Financial Analysts (CFA), Certified Valuation Analysts (CVA), Certified Business Appraisers (CBA) and Certified Financial Planners (CFP) who oversee mergers and acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring and growth strategies. The company also offers business and enterprise coaching through its proprietary Equity Management SolutionsTM - a membership program built upon real data points from independent advisory firms to help advisors value, protect, and grow their businesses. Specializing in the valuation and analysis of the intangibles that make each financial services practice unique and valuable, FP Transitions has been able to complete more advisory M&A transactions than any other investment banker or business broker in the country. With more than 14,500 business valuations completed since its establishment, E FP Transitions is proud and honoured to have helped thousands of advisors build and grow sustainable enterprises. “We employ strategies that build upon a lifetime of work and trusted client relationships and execute a plan for succession designed to simultaneously realize value for the founder and perpetuate the business for the next generation of advisors,” states FP Transitions’ President and Founder, David Grau, Sr, JD. FP Transitions’ planning process includes expert guidance in areas such as practice valuation, benchmarking, equity management, setting up equity-centric organizational structures, restructuring ownership-level compensation structures to support internal ownership tracks, and the development and design of customized plans centred on sustainable enterprises. Moreover, the company can assist in creating or modifying entity structures to work for multiple generations of owners and cash flow modelling a variety of continuity and Success in Succession Planning™ solutions. “This kind of work takes a talented group of people who aren’t afraid to pioneer the concepts needed to help our clients succeed and to evolve time-honoured approaches to meet the demands of a new century of rules, regulations, and taxes,” explains David. While FP Transitions is notable for working directly with independent financial advisors, the company is also heavily invested in sectors relating to broker-dealers, custodians, and insurance providers. Thus, developing and implementing business transition systems and procedures for field usage. By incorporating these two categories of work, FP Transitions has built a powerhouse team of experts in all facets of the wealth management space. One of its core values is a non-advocate approach to the M&A process, meaning all parties are equally evaluated for deal ‘fitness’ and ensure viability and best interests are satisfied for all sides of the deal. Compared to other businesses within the industry, FP Transitions is considered highly unique with its genius foresight predicting and solving for the industry’s biggest challenges. In the past year, the firm has boosted its bench strength with industry leaders that share an impassioned vision for the future of the firm, and its vital role in the sustainability of this industry, particularly for independent financial advisors. “We believe the future of wealth management depends on independent advisors optimizing their firms by attracting
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