FP Transitions
Scott Leak, CFP®, CEPA® currently serves as the Director of Business Development and Senior Consultant at FP Transitions, where oversight of the leadership and strategy for the Business Development team is combined with a focus on expanding sales opportunities across consulting services. Prior to this role, Scott held various positions at TD Ameritrade Institutional, culminating as Director of Institutional Sales, with experience spanning from New Account Sales Representative to Senior Sales Manager. Educational background includes a BA in Psychology from Creighton University, graduate studies in Non-Profit/Public/Organizational Management at the University of Nebraska at Omaha, and a financial planning education at the College for Financial Planning.
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FP Transitions
FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With 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. We've served over 20,000 advisors in our 20+ years of 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 Solutions™ membership program designed to help advisors value, protect, and grow their businesses. Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.