What departments does FP Transitions have?

FP Transitions has employees across 11 departments including Finance, Marketing, Sales, Operations, Consultant.

What is the largest department at FP Transitions?

The largest department at FP Transitions is Consultant with 13 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

Q: Who are FP Transitions's key employees and leadership?

FP Transitions's key employees include: Ceo: B. B., CEO: B. B., Chief Financial Officer And Partner: E. L., Vice President Marketing: E. R., Vice President Of Mergers & Acquisitions: J. F..

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
112

United States Of America
112

Oceania
1

Australia
1

FP Transitions's Leadership

B. B.
Ceo
Mobile Phone
Email
B. B.
CEO
Mobile Phone
Email
E. L.
Chief Financial Officer And Partner
Mobile Phone
Email
E. R.
Vice President Marketing
Mobile Phone
Email
J. F.
Vice President Of Mergers & Acquisitions
Mobile Phone
Email
K. G.
Vice President Consulting
Mobile Phone
Email
C. S.
Vice President Strategic Development And Operations
Mobile Phone
Email
D. G.
President / Ceo
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

E. L.
Chief Financial Officer And Partner
Mobile Phone
Email
United StatesArkansas
Apr 21, 2026
B. B.
Ceo
Mobile Phone
Email
United StatesOregon
May 19, 2026
B. B.
CEO
Mobile Phone
Email
United StatesOregon
Nov 05, 2025
D. G.
President / Ceo
Mobile Phone
Email
United StatesOregon
Oct 03, 2023
K. B.
President Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
E. R.
Vice President Marketing
Mobile Phone
Email
United StatesGeorgia
Dec 23, 2025
J. F.
Vice President Of Mergers & Acquisitions
Mobile Phone
Email
United StatesOregon
Jun 02, 2026
D. S. K.
Senior Vice President, Sales
Mobile Phone
Email
United StatesOregon
Mar 19, 2026
K. G.
Vice President Consulting
Mobile Phone
Email
United StatesOregon
Nov 21, 2025
C. S.
Vice President Strategic Development And Operations
Mobile Phone
Email
UNITED STATES
Mar 11, 2026

Frequently Asked Questions

What is FP Transitions known for?

FP Transitions was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 4900 Meadows Suite 300 Lake Oswego, Oregon 97035 United States; 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 79 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are FP Transitions's key employees and leadership?

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

Ceo: B. B.
CEO: B. B.
Chief Financial Officer And Partner: E. L.
Vice President Marketing: E. R.
Vice President Of Mergers & Acquisitions: J. F.

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FP Transitions Employee Directory

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