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@fptransitions.com
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1 phone found area 800
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LinkedIn matched
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Scott Leak, Cfp®, Cepa® is listed as Director of Business Development and Senior Consultant at FP Transitions at FP Transitions, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at fptransitions.com, phone signal with area code 800, and a matched LinkedIn profile for Scott Leak, Cfp®, Cepa®.
Scott Leak, Cfp®, Cepa® previously worked as Director of Business Development and Senior Consultant at Fp Transitions and Senior Consultant at Fp Transitions. Scott Leak, Cfp®, Cepa® holds Ba, Psychology from Creighton University.
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AeroLeads found 1 current-domain work email signal for Scott Leak, Cfp®, Cepa®. Compare company email patterns before reaching out.
We help independent advisors identify, build, and realize their equity value.FP Transitions is privately owned and operated with a multigenerational ownership team.- The first to establish true succession planning solutions for advisors.- Home of the most comprehensive and inclusive advisory benchmarking database- The largest M&A marketplace for independent financial advisors- Leading source for accredited business valuations for financial services firmsFounded in 1999, with 60+ professionals on staff with a diverse set of credentials such as JD, MBA, CFP®, CFA, CVA, and CBA as well as former owners and operators of advisory businesses. Every year we now conduct over 1,000 valuations, manage 2,000 succession and continuity plans, and facilitate 100+ M&A transactions.FP Transitions provides end-to-end consulting solutions on M&A, succession, valuation and benchmarking, multi-gen growth, entity structure and compensation design.Whether you are looking for help establishing an enduring sustainable business or evolving into one, we are here to help with equity management, acquisition readiness, preparing your business for sale, and legal support whether you find your own M&A target or do so via our marketplace. FP Transitions will help you lay the groundwork for a smooth transition of ownership whether buying, selling, or sharing equity within your firm.Go to www.fptransitions.com to learn more or schedule a call with anyone on my team at https://meetings.hubspot.com/marketing-fp-transitions/schedule-a-consultation
Listed skills include Management, Investments, Sales, Financial Services, and 17 others.
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Lake Oswego, OR, US
Oversees the leadership and strategy of Business Development team to achieve company revenue goals.Seeking to grow sales opportunities across all of FP Transitions’ consulting services. Providing leadership and supervision to the Business Development team, ensuring sales communication conforms with company strategy. Partnering with both Marketing and.
Lake Oswego, OR, US
Responsible for the support of FP Transitions’ popular Equity Management System (EMS), providing consulting on business valuation, continuity, succession, benchmarking, general equity management, and growth strategies for thousands of registered representatives and investment advisors.
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Scott Leak, Cfp®, Cepa® works for FP Transitions.
Scott Leak, Cfp®, Cepa® is listed as Director of Business Development and Senior Consultant at FP Transitions at FP Transitions.
AeroLeads has found 1 work email signal at @fptransitions.com for Scott Leak, Cfp®, Cepa® at FP Transitions.
AeroLeads has found 1 phone signal(s) with area code 800 for Scott Leak, Cfp®, Cepa® at FP Transitions.
Scott Leak, Cfp®, Cepa® is based in Omaha, Nebraska, United States while working with FP Transitions.
Scott Leak, Cfp®, Cepa® has worked for Fp Transitions and Td Ameritrade Institutional.
You can use AeroLeads to view verified contact signals for Scott Leak, Cfp®, Cepa® at FP Transitions, including work email, phone, and LinkedIn data when available.
Scott Leak, Cfp®, Cepa® holds Ba, Psychology from Creighton University.
Scott Leak, Cfp®, Cepa® is listed with skills including Management, Investments, Sales, Financial Services, Series 7, Selling, Series 63, and Sales Management.
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