FP Transitions
Cindy Prater is an experienced business consultant currently at FP Transitions, where responsibilities include maximizing product value by integrating business strategy, product design, and customer feedback to enhance operations. Prior to this, Cindy served as a lead consultant at MBO Partners, focusing on developing a long-term incentive plan and equity ownership program to improve engagement and retention among a large advisor team. Cindy's extensive background at Northwestern Mutual includes roles as Sr. Director of Distribution Strategy, Director of Practice Management, and various operational positions, contributing to the organization’s staffing and infrastructure development. Cindy holds an MBA in Technology Management from the University of Phoenix.
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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.