The Must-Know Items When Buying or Selling a Practice

Following up on the most recent article, 6 ‘Must-Know’ Items When Selling Your Practice, published by ThinkAdvisor featuring commentary from David Grau Jr., David will share and elaborate on the must-know items for buyers and sellers, and why they are critical to know. The fast-paced 15-minute session will cover:

  • Why selling doesn’t mean retiring
  • Why all-cash deals are becoming the new normal
  • Why practices remain undervalued and what to expect
  • Taxes – how to get the most out of the deal (for buyer AND seller)
  • Profitability and its impact on the value

Now Available

2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

Join Our Webinar

Equity Explained: Incentivize, Retain, and Transition Ownership

May 13, 2026, at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET