Resources for Advisors

From educational webinars to hands-on checklists, we’ve curated content specifically for advisors to value, grow, protect and/or sell their business.

Topics

How Much is Your Financial Practice Worth? (Ep. 7)

Expanding Your Practice: Key Tips (Ep. 6)

SRG Off Script: The Importance of Succession Planning for Advisors

6 min read

Selling Your Advisory Practice: What Your Clients Need from You

4 min read

Acquiring a Financial Practice? Avoid These Common Points of Contention

The Importance of Succession Planning for Advisors (Ep. 5)

Family & Finances: What To Expect (Ep. 4)

Loans, Interest Rates, and Lending Solutions: Inside PPC Loan with Dustin Mangone (Ep. 3)

Selling Your Practice: When is the right time? (Ep. 2)

Welcome to The Fine Print With David Grau Jr. (Ep. 1)

SRG Off Script: Loans, Interest Rates, and Lending Solutions

7 min read

Six Events that Require a Valuation of Your Financial Practice

Fundamentals of Exit Planning

Valuing Your Financial Practice: What you need to know in today’s market

SRG Off Script: RIA Tax Considerations with Succession and Selling