Fantastic conversations at yesterday's #wealthstack M&A panel. Thanks @AlexChalekian @riaoasis @osfunding and #evercore !
David Grau, Sr. retweeted
.@DanHArnold "We don't win unless your practices are thriving and your clients are delighted" #growthroughsuccession #LPLFocus
David Grau, Sr. retweeted
Staged succession planning with Brad from FP Transitions.#eMoneySummit16
My article for @FAmagazine released earlier this week — nitter.gq/fptransitions/status/7…
Our own @FPDavidGrau for @famagazine - How To Avoid Common Mistakes When Selling A Practice hubs.ly/H04mflw0
I did my first webcast! I think you guys will really enjoy this one.
hubs.ly/y0JyW00
Well put @LeeperFP , your @FPTransitions Webcast is spot on - equity is integral to succession. #FPWebcast hubs.ly/y0Fbn20
David Grau, Sr. retweeted
What is the future value of your business? What could be your future value if you create an enduring business?
Entrepreneurs or Investors. What should you expect from your G2? bit.ly/1n84YCT
David Grau, Sr. retweeted
"He didn't leave me purposefully, but he put me in a bind" A client left hanging #gamechangers bit.ly/1ruH8FF
David Grau, Sr. retweeted
"Not having a #continuityplan for your practice is reckless. Here's why." @InvestmentNews bit.ly/1o5Tdx9
Learn the difference between an exit strategy and a succession plan bit.ly/1rwDnCW
I’d like to tell you about the book that didn’t get published-the one I learned the most from bit.ly/1nwTvwG #FASuccessionPlanning
David Grau, Sr. retweeted
Succession Planning is often viewed as a exit strategy, but more advisors are using it as a powerful growth strategy. on.wsj.com/1quuZRn
David Grau, Sr. retweeted
Look what I got in the mail today! @FPTransitions










