SRG Off Script: Succession & Equity Sharing Q&A

In the latest monthly webinar series titled SRG Off Script, David Grau Jr. answers your questions surrounding succession planning best practices, equity-sharing strategies, and other ways to attract and retain top talent. Submit your question(s) at registration or live during the webinar!

SRG Off Script is a monthly webinar series hosted by SRG President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice.

Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com

Learn more about SRG's services:
Succession Planning & Equity Sharing.

Presenters

President/Founder

Now Available

2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year

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Building Your Team for Succession Success

June 10, 2026 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET