Marcus Hagood Email

Director, Equity Management Programs . FP Transitions

Current Roles

Employees:
82
Revenue:
$17.2M
About
FP Transitions is a specialized 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, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses. Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.
FP Transitions Address
4900 Meadows
Lake Oswego, OR
United States
FP Transitions Email

Past Companies

FP TransitionsDirector, Equity Management Solutions
St. Michelle Wine EstatesErath Winery, Cellar Worker III
Lange Estate WineryHarvest Intern

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