At a glance
- Eric Godes, a senior M&A consultant at FP Transitions, said the firm's pipeline is up 30% this year.
- Echelon Partners counted 125 wealth deals in the third quarter, the second-busiest quarter it has recorded, as Private Wealth Daily previously reported.
- Godes traced the flow to aging advisors, missing succession plans and plateaued practices, plus owners running HR, compliance and IT instead of advising clients.
FP Transitions recorded 100 new M&A opportunities in 100 days, a record for the Portland, Oregon-based valuation and succession firm, InvestmentNews reported.
Eric Godes, a senior M&A consultant at FP Transitions, said the firm's pipeline is up 30% this year. He spoke to InvestmentNews at Schwab's IMPACT conference in Boston and said 2026 could bring an all-time high.
Echelon Partners counted 125 wealth deals in the third quarter, the second-busiest quarter it has recorded, as Private Wealth Daily previously reported.
Godes traced the flow to aging advisors, missing succession plans and plateaued practices, plus owners running HR, compliance and IT instead of advising clients.
For an advisor-owner weighing a sale, the result is a deeper pool of competing buyers. The succession gap Godes cites is also why the supply of sellers keeps refilling.
Reported by the Succession & selling a firm desk from InvestmentNews. Published . Corrections