Secrets of Succession
Kristen Grau
As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you’ve built with your clients, which commands time and commitment to ensure a successful transition near the end of your career. Understanding your value, key drivers and detractors, and how to develop a […]
2015 Advisor Mid-Year M&A Review Webinar
David Grau Jr.Join us for this 30-minute webinar to discuss factors affecting values in the financial services industry, trends in the marketplace, and case studies related to recent deals closed.
2014 Financial Advisor Merger & Acquisition Annual Review
California Fringe Benefits Succession Plan Focus Group
The Standard Summer MGA Conference
David Grau, Jr., President of Succession Resource Group will be a guest speaker at The Standard Summer MGA Conference on Wednesday, July 30, 2014. He will be giving a 1-hour presentation on succession planning!
Geneos SelectOne Business Development Workshop
Nicole Sinclair5 Tips for Building a More Valuable Practice
Whether you plan to retire in the next 12 months or next 12 years, understanding/tracking/growing your business’s value is a key element to ensuring a successful outcome for your clients when you are ready to slow down. With the tools and information available to you today, you have the ability to track the value of […]