John Woodruff

Marketing Assistant at FP Transitions - Lake Oswego, OR, US

John Woodruff's Colleagues at FP Transitions
Lisa King

Mergers and Acquisitions Coordinator

Contact Lisa King

Jessica Flynn

Communications Director

Contact Jessica Flynn

Christine Shrm-Scp

VP. Strategic Development & Operations

Contact Christine Shrm-Scp

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John Woodruff's Contact Details
HQ
503-452-4203
Location
Company
FP Transitions
John Woodruff's Company Details
FP Transitions logo, FP Transitions contact details

FP Transitions

Lake Oswego, OR, US • 50 - 99 Employees
Financial Services

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.

Equity Management Services for Financial Professionals Comprehensive Valuation Services Succession Planning Experts Entity Creation Services Mergers & Acquisitions Transaction Support Valuation Services Business Consulting Synthetic Equity Entity Development Compensation Structuring Analytics Succession Planning Business Appraisals Growth Strategies Sustainability Benchmarking Continuity Plans Transfer of Ownership Legal Services Equity Management System® Financial Services Financial Advisory Services
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Frequently Asked Questions about John Woodruff
John Woodruff currently works for FP Transitions.
John Woodruff's role at FP Transitions is Marketing Assistant.
John Woodruff's email address is ***@fptransitions.com. To view John Woodruff's full email address, please signup to ConnectPlex.
John Woodruff works in the Financial Services industry.
John Woodruff's colleagues at FP Transitions are Rebecca Duncan, Ethan Walker, Lisa King, Jessica Flynn, Thang Nguyen, Carol Chung, Christine Shrm-Scp and others.
John Woodruff's phone number is 503-452-4203
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