FP Transitions
Miko Santos is a highly skilled legal consultant with extensive experience in corporate, tax, real estate, estate planning, and transactional business law. Currently serving as a Legal Consultant at FP Transitions since September 2023, Miko previously held the position of Contracts Director at Dynalectric Oregon and worked as a Business and Tax Associate at Buckley Law P.C., providing services to small to mid-size businesses and non-profit entities. Miko's expertise includes mergers and acquisitions, and a deep understanding of tax law. Earlier roles include Corporate and Tax Attorney at Saalfeld Griggs PC, Associate Attorney at Gourley Law Group, and various positions in legal clinics focused on tax law. Miko holds an LLM in Tax Law from the University of Washington School of Law and a Juris Doctor from Gonzaga University School of Law, complemented by a BA in Political Science and Sociology from UC Irvine.
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.