FP Transitions is the nation’s leading M&A service dedicated to the wealth management industry.
ABOUT FP TRANSITIONS
FP Transitions is the nation’s preeminent consulting firm dedicated to wealth managers and independent financial advisors. We guide over 2,000 firms each year through M&A, business valuations, consulting, and our proprietary Equity Management SolutionsTM program. We offer the industry’s most thorough benchmarking data spanning more than 15,000 certified valuations, backed by a team of nearly 60 credentialed analysts, lawyers, and consultants. Dedicated to the advancement and sustainability of the wealth management industry, FP Transitions transforms practices into thriving businesses through proper entity structure, intelligent compensation design, and equity pathways that allow a smooth transition of ownership while increasing firm value. Over the past twenty years, FP Transitions has pioneered and revolutionized our industry’s premier succession and transition planning strategies and houses a full-service legal department that has completed more advisory M&A transactions than any other investment banker or business broker in the country.
Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.
Nobody likes to be pitched, but the truth is we all need a little help keeping up to speed on our dynamic industry. The What’s Poppin’ Pitch Lounge sets the tone, giving you intimate access to short and punchy demos from the most innovative fintech companies in the world. Grab a bag of popcorn, sit back, relax and absorb the next wave of innovation impacting the world around you.
The Future Proof Beach Bash with the iconic Surf City as the backdrop will be your kickoff to Future Proof. Join your fellow attendees as we watch the sun dip into the Pacific Ocean. Walk the Future Proof Boardwalk, sampling the local cuisine and cocktails as you explore all our festival has to offer, giving you a taste of what you can expect over the coming days.
What good is an event if you don’t experience the local scene? Join the City Crawl and take advantage of two newly added Entertainment Districts complete with amazing local hotspots, including some of the best breweries and eateries in SoCal, all walkable from your hotel and the Future Proof Boardwalk.
We convert the Boardwalk from an interactive learning environment to an immersive art and music experience. The evening is capped off with a concert headlined by one of the most dynamic up and coming artists taking today’s music scene by storm. Stay tuned for updates as we announce performers and more, creating a truly unique experience.
Get the latest scoop on pivotal industry topics and current events affecting the wealth space. By leveraging our robust event technology, you’ll have the opportunity to create both peer-led and industry-led roundtable-style discussions. Learn more about the most pressing topics impacting the future of wealth. These hard conversations are made easier as you and your cohorts grab some ice cream and settle in for an informal yet highly engaging conversation.
Physical and mental health is the cornerstone of any successful long-term wealth plan. But for years, our industry has prioritized work over health, leading to unhealthy lifestyles and employee burnout. The Health Is Wealth Center provides a warm and relaxed setting, allowing attendees to come in and recharge, grab a drink from the juice bar and eat healthy snacks. The space will also be home to daily group yoga and fitness classes as well as meditation sessions.
You can’t expand your perspective and think differently if you aren’t exposed to a broad perspective. That’s why our speaker faculty isn’t limited to traditional finance. The Brewing Lounge will bring out-of-industry experts to present their visions for a new world of wealth. To help fuel the conversations, we’ve created a true coffeehouse feel complete with baristas just waiting to pour you the perfect cup of joe.
Podcasts are all the rage, as they excite and entertain audiences from afar. Future Proof changes the game, as we invite your favorite podcasters to host their shows live from the festival. Forget passive listening. Future Proof’s Live Podcast sessions allow you to interact directly with your favorite podcast creators as they record live episodes just feet from the Pacific Ocean.
As the beating heart of the boardwalk, the Ocean stage will feature seating for over 500 and have the look and feel of a concert venue on the beach. The ocean stage will host a range of exciting content from industry-changing keynotes to the closing concert featuring today’s biggest musical acts.
The Pacific Highway stage is the most versatile stage at Future Proof. With countless setup options, the PCH Stage is your go-to spot for industry insight and innovation, all while staying current with the latest trends in money, culture, tech and impact.
Future Proof Live is our full-production broadcast studio strategically placed at the heart of the Boardwalk. Our very own Future Proof anchors will provide all-day commentary featuring casual speakers and celebrity interviews as well as unexpected guest appearances. Future Proof Live extends our one-of-a-kind experience to a larger audience virtually.
rhe Creator Corner is built to support creators, creatives and brands. It’s equipped with a podcast recording studio and first-of-its-kind Collab Lab. The podcast area will afford attendees the ability to record podcast sessions and will feature podcast consultants helping to answer questions of both existing podcast hosts and aspiring creators. The Collab Lab is where asset managers and fintech companies collaborate with leading and emerging finance influencers. Looking for engaging content built for the modern financial professional or investor? We offer high quality video and audio production for all your creative needs.