FP Transitions
Lisa King is currently the Director of Operations at FP Transitions, taking the lead in increasing efficiencies and promoting cross-departmental collaboration. Previously, Lisa has also held roles such as Mergers & Acquisitions Operations Manager, Mergers and Acquisitions Coordinator, and Membership Coordinator at the company. Prior to joining FP Transitions, Lisa worked as the Barn Manager for the NCAA Equestrian Team at California State University, Fresno. Lisa holds a Bachelor's Degree in English Language and Literature from the University of Oregon.
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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.