David Pan

The Must-Know Items When Buying or Selling a Practice

Following up to 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 […]

Succession Resource Group Expands Partnership with PPCLOAN

Download PDF » Portland, Ore. (April 29, 2019) – Succession Resource Group (SRG) announced their expanding strategic alliance with PPCLOAN, jointly providing no-cost consultation at all the major RIA conferences in 2019. This initiative is based on two key trends in the marketplace: Based on SRG deal data from 2018, almost three-quarters (73%) of all deals […]

Best Time to Sell Your Business

Selling your business is never an easy decision, and knowing when is the right time to start the process makes it even more challenging. Practice values have continued to increase year-over-year, markets have generally been strong but what the future holds remains a question, there is continued pressure on fees, continuing education, and more and […]

Succession Resource Group Partners with Pinnacle to Provide New Lending Solution

Download PDF » Portland, Ore. (April 4, 2019) – Succession Resource Group (SRG) is announcing a new alliance with Pinnacle Commercial Capital (Pinnacle) to provide advisors a lending solution unlike those of SRG’s existing lending partners. Pinnacle has announced the national launch of a Financial Advisor Program in conjunction with this alliance, following a four-year controlled […]