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Ep 32: Valuation, Market Multiples & Succession Planning for Practices
Ep 32: Valuation, Market Multiples & Succession Planning for Practices
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, we’re joined by Scott Leak, CFP®, CEPA®, a Senior Consultant at FP Transitions, the leading provider of valuation, succession planning, and M&A consulting for independent financial advisors. With 25 years in the industry, Scott shares insights on building and realizing equity value in financial practices.
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Episode 32: Valuation, Market Multiples & Succession Planning for Practices
Ep 32 | Guest: Scott Leak, CFP®, CEPA®
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, we’re joined by Scott Leak, CFP®, CEPA®, a Senior Consultant at FP Transitions, the leading provider of valuation, succession planning, and M&A consulting for independent financial advisors. With 25 years in the industry, Scott shares insights on building and realizing equity value in financial practices.
Key Takeaways
✅ Understanding practice valuation – How financial advisory businesses are valued and key factors influencing market multiples.
✅ Succession planning strategies – Best practices for building a seamless transition plan for your firm.
✅ M&A opportunities – How FP Transitions facilitates transactions and helps firms maximize value.
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