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Andrew Gaskill

Consultant, Equity Management Solutions

Work history

  • FP Transitions

    Consultant, Equity Management SolutionsCurrent (8 months)
  • Wymer Brownlee Wealth Strategies

    Director Of Financial ServicesSep 2020 - May 2024 (over 3 years)
  • Wymer Brownlee Wealth Strategies

    Financial Services ManagerSep 2017 - Sep 2020 (about 3 years)
  • Wymer Brownlee Wealth Strategies

    ParaplannerNov 2015 - Sep 2017 (almost 2 years)
  • Larson Financial Group

    Financial PlannerFeb 2015 - Nov 2015 (9 months)
  • Securian Advisors MidAmerica, Inc.

    Financial AdvisorJul 2012 - Feb 2015 (over 2 years)
  • Oklahoma State Athletics

    Sales and Marketing RepMay 2011 - May 2012 (about 1 year)
  • Dallas Cowboys

    Football Operations InternJul 2010 - Aug 2010 (about 1 month)
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Contact Information

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LocationUnited States, Lake Oswego, Oregon

Organization

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FP Transitionsfinancial services · 78 employees · Lake Oswego, United States

Description

FP Transitions is the nation's leading provider of M&A, valuation, business growth, firm consulting, & succession planning for the financial services industry.

Company phone+18009343303

Company websitefptransitions.com

LocationLake Oswego, Oregon, United States, 4900 Meadows Rd

Industryfinancial services

Employees78

Founded at1999

Annual revenue20M

Twittertwitter.com/FPTransitions

LinkedInlinkedin.com/company/fp-transitions

Technologies
Act-On
Bing Ads
DoubleClick
DoubleClick Conversion
Facebook Like Button
Facebook Login (Connect)
Facebook Widget
Google AdWords Conversion
Google Analytics
Google Cloud Hosting
Google Dynamic Remarketing
Google Tag Manager
Hotjar
Hubspot
Linkedin Login
Linkedin Widget
Microsoft Office 365
Mobile Friendly
Open AdStream (Appnexus)
Outlook
Rackspace MailGun
React
Salesforce
Stripe
Vimeo
Wistia
reCAPTCHA
Keywords
mergers
acquisitions
transaction support
valuation services
business consulting
synthetic equity
entity development
compensation structuring
analytics
succession planning
business appraisals
growth strategies
benchmarking
continuity plans
transfer of ownership
legal services
equity pathways
equity management solutions
entity structure
multigenerational businesses
ria
independent advisors

Employee trends

This chart shows the total number of employees over time.

6.1%
6 Month Growth
7.7%
1 Year Growth
32.1%
2 Year Growth
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