FP Transitions
Jean-Christophe Zobel is a Solutions Architect at FP Transitions since November 2022. Prior to this role, Zobel worked as a Salesforce Administrator and Developer at DAT Solutions for over 25 years, specializing in Salesforce processes, CPQ, Billing, and other related tasks. Additionally, Zobel has experience as a Siebel Application Developer, focusing on Order Management, Product Configurator, and various Siebel administration tasks.
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.