Scott Leak on Changes in How Advisors Manage the Sale of Firms

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Scott Leak, senior consultant with FP transitions, sees firsthand how sales of wealth management firms have changed over time. Here, he discusses the current trends he is seeing while helping advisors sell and transition away from their businesses, including more attention paid to succession planning as advisors seek out more multi-generational clients, and more advisors selling their businesses before they are ready to retire.