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Featured/Cited Articles

4.30.2019
ThinkAdvisor: 6 'Must-Know' Items When Selling Your Practice

4.9.2019
Advisor Perspectives: Starting the Succession Conversation

3.21.2019
Financial Advisor IQ: Launch of a New Digital Loan Marketplace for RIAs Speaks Volumes About the Current M&A Climate

6.24.2018
Mark Elzweig Company LTD: Guest Columnist: David Grau Jr. on Three Ways to Build Value in Your Practice

4.27.2018
MDRT: The No. 1 Thing Buyers and Sellers Are Concerned About When Buying a Business

3.7.2018
MDRT: 5 Steps Business Owners Can Take to Ensure a Good Transition

March 2018
MDRT: 7 Key Things You Should Know When Buying a Financial Services Practice

Aug. 2017 (20th Annual Publication)
Independent Broker-Dealer Guide 2017: Succession Planning 2017 - Best Practices for a Market Transition (View PDF)

July 2017
MDRT: What Successors Need to Know

04.13.2017
OnWallStreet: Voices How to Earn More When Selling Your Practice

02.26.2016
National Ethics Association: Maximum Sales Value: The Role of Compliance in the Great Advisor Cash Out

11.23.2015
Financial Planning: M&A Market Trends: What RIA Sellers Need to Know

11.03.2015
Financial Planning: Don’t Die at Your Desk: The Best New Approaches for Planning Succession Read (View PDF)

03.15.2015
InvestmentNews: Help Is On The Way

03.31.2014
ThinkAdvisor: 5 Issues Advisors Must Consider When Selling Their Practices

03.12.2014
InvestmentNews: Selling Your Book Twice Over

Jan./Feb. 2014
MDRT: The Two Jerrys (View PDF)

01.24.2013
ClientWise: Financial Advisors: Maximizing Your Firm’s Value by Giving It Away Read

08.30.2012
Advisor4Advisor: Grau Launches New Business Aimed At Broker-Dealers And Custodians That Want to Help Their Advisors With Succession Planning, Mergers & Acquisitions

 
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