SRG Off Script: The Importance of Succession Planning for Advisors

In this SRG Off Script Live, David Grau Jr. dives into the crucial topic of succession planning, answering your questions about designing a plan regardless of how far away retirement may seem.

Submit your question(s) at registration or live during the webinar!

SRG Off Script is a monthly webinar series hosted by 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.

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Presenters

Founder & President
Succession Resource Group

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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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