Eric Godes
SVP, Senior Consultant at FP Transitions
- Role
- Senior m & a Consultant at Fp Transitions
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Eric Godes
Senior financial services executive specializing in the Registered Investment Advisor and…
Experience
Senior m & a Consultant
Jun 2021 — Present
FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. We offer a full-service, concierge approach to supporting advisors during key points in their life cycle. We offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. As a senior consultant, I work with financial advisory firms across the country to help them reach all their goals, including both internal and external solutions.With over 20 years\' experience in the wealth management space, our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management System®—a membership program designed to help advisors value, protect, and grow their businesses.
Education
Babson College
MBA, Finance
1985 — 1987
University of Vermont
BA, Political Science and Government
1979 — 1983
Skills
- Sales
- Hedge Funds
- Portfolio Management
- Retirement
- Investments
- Mergers & Acquisitions
- Asset Management
- Mutual Funds
- Alternative Investments
- Defined Benefit
- Management
- Equities
- Financial Services
- Wealth Management
- Trading
- Etfs
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