David Grau, Sr. (@FPDavidGrau) profile picture
Joined June 2014
Photo by David Grau, Sr. (@FPDavidGrau)
Fantastic conversations at yesterday's #wealthstack M&A panel. Thanks @AlexChalekian @riaoasis @osfunding and #evercore !
1
8
David Grau, Sr. retweeted
.@DanHArnold "We don't win unless your practices are thriving and your clients are delighted" #growthroughsuccession #LPLFocus
2
4
David Grau, Sr. retweeted
Staged succession planning with Brad from FP Transitions.#eMoneySummit16
1
3
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?
3
2
Entrepreneurs or Investors. What should you expect from your G2? bit.ly/1n84YCT
"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
1
1
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
1
1