FP Transitions
Anthony Adams, J.D., currently serves as an Attorney at FP Transitions since February 2023. Prior to this role, Anthony worked as a State and Local Tax Consultant at Moss Adams from July 2022 to February 2023 and gained judicial experience as a Law Clerk for the Hon. Eric J. Bloch at the Multnomah County Circuit Court from January to June 2022. Academic contributions include a position as Staff Editor for the Oregon Law Review from August 2020 to May 2021 and a Legal Clerk role at OPB. Anthony also served as a Student Attorney in the Business Law Clinic at the University of Oregon School of Law. Anthony's early experience includes an internship as a Life Insurance Intern at Northwestern Mutual. Anthony holds a Doctor of Law degree from the University of Oregon and dual Bachelor of Science degrees in Marketing and Finance from the University of Montana.
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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.