David Grau Jr.

Mergers and Acquisitions 101: M&A for Financial Advisors

What Exactly Is M&A? The term “mergers and acquisitions” (M&A) broadly refers to the process of one company combining with another; however, the method and legality of how these terms are processed are slightly different. Mergers occur when two organizations join together, and both parties remain active and involved on an ongoing basis. This can […]

Five Myths in Succession Planning

As most business owners will attest to, starting and running a business involves a combination of conviction/passion, perseverance, stress, and personal sacrifice. Owners invest a significant amount of themselves and capital into running these businesses, and as a result, most have a substantial portion of their net worth tied up in their business. The vast majority of owners/founders […]

Intrapreneur or Competitor?

What should you do when one of your key staff comes into your office and tells you they are resigning to go start their own competing business? The simple thing most of would do is to take their resignation and call them a Judas. But, consider an alternative. When your key executive has that entrepreneurial […]

DOL Fiduciary Struck Down – Time to Sell

On Thursday, March 15th, the U.S. Court of Appeals for the 5th Circuit struck down the DOL Fiduciary Rule. It is not known at this time whether this ruling will be appealed, or if it will apply to the entire country or just the states residing inside the 5th Circuit Court’s jurisdiction (Louisiana, Mississippi, and […]

Are YOU Hurting the Value of Your Business

There are many complicated facets to running a service-based business, but the most vital component are the relationships you build every day. These relationships are the basis of value, and, for most, your business is your largest and most valuable asset. The most frequently discussed factors that impact the value of your business are profitability, […]