David Grau Jr., MBA is the founder and CEO of Succession Resource Group and is the nation’s leading consultant on advisor valuation, acquisition and succession planning. Over the last decade, David has assisted hundreds of advisors and other professionals buy, merge, sell, and craft their transition plan for the sale of their business. Prior to launching SRG, David was the leading M&A consultant for a well known succession planning firm to advisors. Prior to this role, David served in the United States Navy.
David is a published author and accomplished speaker on succession planning, financial practice valuation, and death/disability planning for small business owners and has been interviewed and cited in dozens of publications. He is currently one of the leading speakers in the financial services industry on mergers and acquisitions of independently owned financial services firms, as well as valuation strategies and practice continuity issues, with over 200 presentations to his credit. In the past five years, he has spoken at variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, MetLife, ING, AIG, Fidelity, Jackson National, Prudential, FSI and at many FPA chapters around the country.
David holds a Bachelor’s Degree from Portland State University and has a Master’s Degree from Willamette University’s Atkinson Graduate School of Management. David, his wife Kristen and their two children are long time residents of Portland, Oregon, but take every opportunity to travel.
Fun Facts: David enjoys spending time with his family, reading, running, is an avid wine enthusiast, loves traveling, favorite TV shows include Halt and Catch Fire/Mr. Robot/Suits/Mash, he also enjoys snow and water sports, and loves basketball (playing or watching).
Areas of Expertise:
Advisor Succession, Small Business Succession, Family Business Transition, M&A Tax Strategies, Negotiation, Financing, Financial Analysis, RIA and IBD Rep Valuation, Continuity/Contingency, Advisor M&A, Business Planning, RIA Buy-Side & Sell-Side Representation
David Grau Jr.