Deal-Ready or Deal-Risky?
The M&A Readiness Checklist for Advisory Firms

Scott Leak, CFP®, CEPA®, is a Senior Consultant and the Director of Business Development at FP Transitions, the industry’s leading provider of valuation, succession planning, and M&A Consulting. Scott is a seasoned professional continually at the forefront of supporting independent advisors, has been a driving force in the financial industry for over 25 years. Scott began his career at TD Ameritrade “last century”, earned his CFP® designation in 2010 and his Certified Exit Planning Advisor designation in 2024. With a diverse background, Scott's consultative approach and dedication to elevating the public understanding of the independent model have made him a respected figure in the industry and a sought-after public speaker.
.

As a consultant for Oak Street Funding, Susie McEuen brings 30+ years of banking industry experience providing specialized lending to business owners. As a trusted advisor to hundreds of business owners during her career at Oak Street Funding, Susie’s financial knowledge and expertise has helped those business owners grow their businesses into successful companies.