What departments does FP Transitions have?

FP Transitions has employees across 3 departments including Media & Communications, Program & Project Management, Legal.

What is the largest department at FP Transitions?

The largest department at FP Transitions is Program & Project Management with 2 employees.

Where are FP Transitions employees located globally?

FP Transitions has employees across 2 continents and 2 countries including United States Of America, Australia.

How has FP Transitions's team size changed over time?

FP Transitions's team has grown from approximately 69 to 74 employees based on available data.

FP Transitions Employee Directory

Financial ServicesOregon, United States51-200 Employees

FP Transitions is a specialized business consulting firm serving wealth managers and independent financial advisors, offering coordinated support across the advisor life cycle to help achieve lasting business growth. The firm’s core offerings span mergers and acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and its Equity Management Solutions membership program, delivered by a team that includes a full-service legal department, credentialed analysts and modelers, and valuation specialists.

FP Transitions Global Highlights

North America
111

United States Of America
111

Oceania
1

Australia
1

FP Transitions's Leadership

C. S.
Senior Vice President, Client Experience
Mobile Phone
Email
A. W.
Director Of Valuations
Mobile Phone
Email
E. P.
Validation Director
Mobile Phone
Email
J. F.
Communications Director
Mobile Phone
Email
C. B.
Program Manager
Mobile Phone
Email
R. C.
Principal
Mobile Phone
Email
K. W.
Legal Team Project Coordinator
Mobile Phone
Email
M. M.
Paralegal
Mobile Phone
Email

FP Transitions Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Legal
Human Resources
Business Development
Other
Business
Consultant

Contact profiles from FP Transitions

Name

Title

Contact Info

Location

Last Update

C. S.
Senior Vice President, Client Experience
Mobile Phone
Email
Oct 17, 2024
A. W.
Director Of Valuations
Mobile Phone
Email
Apr 21, 2026
E. P.
Validation Director
Mobile Phone
Email
Oct 23, 2024
J. F.
Communications Director
Mobile Phone
Email
Jul 17, 2026
C. B.
Program Manager
Mobile Phone
Email
Dec 29, 2025
R. C.
Principal
Mobile Phone
Email
Oct 23, 2024
K. W.
Legal Team Project Coordinator
Mobile Phone
Email
Oct 24, 2024
M. M.
Paralegal
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is FP Transitions known for?

FP Transitions was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-934-****

. Explore FP Transitions's company overview page for more information.

What is FP Transitions's most common email format?

FP Transitions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FP Transitions email formats with LeadIQ.

How many employees does FP Transitions have currently?

FP Transitions has approximately 80 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are FP Transitions's key employees and leadership?

As of July 2026, FP Transitions's key employees include:

Senior Vice President, Client Experience: C. S.
Director Of Valuations: A. W.
Validation Director: E. P.
Communications Director: J. F.
Program Manager: C. B.

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FP Transitions Employee Directory

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