FP Transitions
Benjamin Willis is an experienced M&A Consultant currently with FP Transitions since February 2023. Previously, Benjamin held roles as Head of Portfolios and M&A and Compliance Consulting at Revedy from March 2021 to February 2023, and as a Private Client & Family Office Investment Real Estate Acquisition Consultant at Boones & Kruse LLC from September 2017 to February 2023. Additional experience includes serving as Director of Strategic Legal Solutions at Special Counsel, working on an M&A integration team, and various internships focused on M&A, compliance, and legal project management. Benjamin's educational background includes a JD from Willamette University College of Law, an MBA from Willamette University, and a Bachelor of Arts and Science in Economics and History from Linfield University.
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.