FP Transitions
Ailish Duff is a paralegal with experience in document review, drafting, and case management at both FP Transitions and The Larson Law Firm. Prior to their paralegal roles, Ailish worked as a veterinary assistant at Woodburn Veterinary Clinic and as a call center representative at Planned Parenthood Columbia Willamette. Ailish also served as an education intern at Raphael House Of Portland and as an office manager at the Law Offices of Larry J. Blake, Jr. Ailish holds a Bachelor of Arts in English Language and Literature from Lewis & Clark College.
FP Transitions
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.