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      2020 Advisor Mergers and Acquisitions Review

      2020 Advisor Mergers and Acquisitions Review

      Best Time to Sell Your Business

      Best Time to Sell Your Business

      2019 Advisor Mergers and Acquisitions Review

      2019 Advisor Mergers and Acquisitions Review

      Advisor to CEO – Best Practices for Your Growing Enterprise

      Advisor to CEO – Best Practices for Your Growing Enterprise

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      5 Mistakes to Avoid During an Acquisition

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      5 Land Mines that Could Blow Up the Value of Your Practice

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      Should I Stay or Should I Go?

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May 2017 – Central Texas – $360,000

May 11, 2017 David Grau Jr. No Comments
May 2017 – Central Texas – $360,000
Posted in : Just Sold — Tagged : Acquisition, Acquisition Opportunity, Central Texas, David Grau Jr, Erik Pahlow, financial advisor, Growth through acquisition, M&A, Mergers & Acquisition, practice for sale, Registered Representative, RR, Seller, SRG, Succession Resource Group, Texas

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October 2015 – $808,000 – South Florida

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Effective Strategies to Exit Your Business

Succession Planning can mean different things for you and for your peers. While it can be done internally within the team or sold externally to an industry peer, it requires a different timeline, planning, and strategy.

Whether you plan to slow down and retire now or in the next 5-10 years, this session will discuss:

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  • The four most common succession pitfalls every advisor should avoid

Join us to learn more and start your succession plan now!






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