FP Transitions
Marcus Hagood has extensive experience in the financial and wine industries. Currently, Marcus is the Director of Equity Management Solutions at FP Transitions, providing consulting on various equity management solutions. Prior to this, Marcus worked in various roles at companies such as St. Michelle Wine Estates, Lange Estate Winery, Securities America Inc., and TD Ameritrade. Marcus holds a BA in International Studies from the University of Nebraska at Omaha.
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.