3 Mistakes to Avoid with Your Succession Plan

3 Mistakes to Avoid with Your Succession Plan Webinar

Succession Planning Mistakes and How to Counter Them

Developing a succession plan to transfer your business will ensure your business to continue to thrive when you are ready to slow down. You will be able to retain and attract the best team, sustain growth while you work less, and realize some or all of the value over an extended period of time. To do this, it helps to know what to expect, the common succession planning mistakes and how to counter them.

Succession plans are as unique as the business and owners they are developed for. Knowing this, long time succession advisor to advisors, David Grau Jr. provides you with the 3 most common succession planning mistakes made by financial advisors and the remedy for each. Join the webinar to learn the most frequently asked questions and our expert’s answers on how to do succession planning for financial advisors right, when to start, and how to make sure you get the most for your practice when you are ready to retire.


About David Grau, Jr., MBA:
David Grau Jr. is the founder and CEO of Succession Resource Group. 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 a 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.

As an expert on advisor valuation, acquisition and succession planning, David has assisted hundreds of advisors and other professionals buy, merge, sell, and craft their transition plan for the sale of their business over the last decade.