, President and Founder of FP Transitions: a 20-year old financial services acquisitions management company. He has authored over 85 nationally published articles, white papers, and manuals on complex succession strategies, equity management, business continuity, income-perpetuation plans, and mergers and acquisitions. Succession Planning for Financial Advisors | This book is going to challenge you and everything you think you know about succession planning. "Acquire the diverse skill set required to negotiate and execute a successful sale Buying, Selling, and Valuing Financial Practices + Website shows you business transitions david grau how to sell what you&039;ve built, or buy what someone else has built, with a win-win outcome.
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is the author of Buying, Selling, and Valuing Financial Practices (3. , is president and one of the original founders of FP Transitions. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. Find contact&39;s direct phone number, email address, work history, and more. Prior to launching SRG, David was the business transitions david grau leading M&A consultant for a well-known succession planning firm to advisors where he led and developed numerous programs for RIAs.
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