Log in 
Flourish For Clients
Whether you are a buyer or contemplating a sale, these are the critical KPIs.
Join Aaron Wells, Director of Financial Analysis at FP Transitions for a discussion of what's behind valuations in the ever-hot RIA mergers and acquisition market, followed by Q&A.
FP Transitions and Flourish are separate and unaffiliated entities.
About Aaron Wells, CVA:
As the Director of Financial Analysis at FP Transitions, Aaron Wells, CVA, brings a wealth of expertise in business valuation, financial modeling, and data-driven strategy. With a deep understanding of the wealth management industry, Aaron plays a pivotal role in helping independent advisory businesses identify, build, and realize their equity value.
Holding the Certified Valuation Analyst (CVA) designation, Aaron specializes in business valuation, comprehensive financial analysis, merger and acquisition structuring, and benchmarking key performance indicators to optimize business growth. His work supports FP Transitions' mission to provide independent advisors with actionable insights for succession planning, equity management, and long-term sustainability.
Aaron’s analytical rigor and commitment to excellence make him an invaluable resource for advisors seeking to strengthen their financial foundation and maximize their business's value.
