Welcome

Pershing and FP Transitions have collaborated to provide Pershing’s broker-dealer customers with a comprehensive suite of succession services. These services include the ability to leverage the industry leaders in successsion planning, access to succession planning tools and information for the investment professionals, and additional recruiting tools through the Launch Pad Program. This web site contains information on the tools and services available to you, the broker-dealer, as well as the resources to create a comprehensive succession planning program for your investment professionals.

Corporate Program Information

Succession Services Information

About FP Transitions

FP Transitions has championed the concept of "Equity Management" for independent Financial Adviosry practices, helping them value, protect, grow and ultimately realize the equity in their practices. Since their initial creation of the open market for financial service professionals nearly a decade ago, they now serve the independent financial service market as the nation's largest succession, valuation and transaction consulting firm. FP Transitions provides practice valuations, continuity and succession planning solutions, transaction consulting, and runs the largest Open Marketplace for the buying and selling of Independent Financial Advisory practices. For more information on the services provided, click here.