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Wednesday, October 7, 2026The Morning Brief →Sign in
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FP Transitions

In network coverage since August 20, 2026 · 5 stories
Network coverage
M&A

Oregon deal buys a succession plan, not a map

The $224 million tuck-in works only if equity incentives keep three Portland advisors in place.
M&A · Sep 1Wealth Enhancement adds a $376 million Virginia tuck-in
exit · Aug 21A free exit score is resettling RIA prices
exit · Aug 20FP Transitions' free tool puts a number on an RIA's exit math
Data · Aug 20FP Transitions launches Estimated Value Index for advisory firms
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