Mythbusting Advisor Succession

Mythbusting Advisor Succession

Statistically, half of you reading this are considering transitioning your business in the next 10 years. Whether to an employee internally, or to a peer external to your company, you probably began thinking about how it could all work, if it would work and all the possible “what-ifs.” You might come up with so many “what ifs” that you stopped thinking about the topic, saving it for another day.

David Grau Jr., a long-time advisor consultant and president of Succession Resource Group, will spend 30 minutes debunking five (5) of the most common myths related to succession planning and sharing the three (3) most effective and contemporary strategies advisors are using today, including SRG’s award-winning succession strategy, the “Shared Growth Model.”

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Speakers

David Grau Jr. – CEO of Succession Resource Group
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. 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.

John Turner – Managing Director of Live Oak Bank
Lending Expert, John Turner of Live Oak Bank, has more than 30 years in the financial services industry. Live Oak Bank is the nation’s leading provider of advisor M&A financing, with more than $500 million in loans to date. Prior to joining Live Oak, John ran a successful practice based in the Midwest and also held several executive positions within the two largest broker dealers in the industry and the largest fraternal benefit society where he led practice management – consulting on practice staffing, financial management, acquisitions and succession planning. Over the years John has been involved in over 500 acquisition deals.

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