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FP Transitions vs Holistiplan
People
Price
Published entry price
$133.25+per month
Annual estimate10 people, entry price
$1,599+
Flat rate
Offer
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Overview
Focus
Succession Planning
Financial Advisory Practice
Product
Succession planning and M&A platform for financial advisors
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Headquarters
Lake Oswego, Oregon
St. Cloud, Minnesota
Company size
51-200 employees
11-50 employees
Founded
1999
2019
Pricing details
Plan
Published entry price
Published rate
$133.25+ / month
Billable seats
Flat rate
Free options
Free trial
Pricing source
Source updated
Oct 29, 2026
Oct 29, 2026