Pathways to Advisor Growth & Succession
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Protecting Your Practice Against the Unexpected – David Grau Jr.
Access the Slides From the Session Download View our 2025 M&A Infographic Download Schedule a Call With Our Team Download Founder / CEO Paper-plane Linkedin-in Twitter Areas of Expertise: Advisor SuccessionSmall Business SuccessionFamily Business TransitionM&A Tax Strategies, NegotiationFinancing, Financial AnalysisRIA and IBD Rep Valuation, Continuity/ContingencyAdvisor M&A, Business PlanningRIA Buy-Side & Sell-Side Representation David Grau Jr., MBA David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. Prior to launching SRG, David was the leading M&A consultant for a well-known succession planning firm to advisors where he led and developed numerous programs for RIAs. Prior to this role, David served in the United States Navy. David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is currently one of the leading speakers in the financial services industry on M&A and next-gen building strategies, 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, ING, Independent Financial Group, Geneos, Swan Global, Advisor Group, Fidelity, Jackson National, Prudential, Raymond James, and regularly volunteers his time speaking for the Financial Services Institute (FSI) and FPA chapters around the country. David holds a Bachelor’s Degree from Portland State University and has a Master’s Degree from Willamette University’s Atkinson Graduate School of Management. David, his wife Kristen and their three children are long-time residents of Portland, Oregon, but take every opportunity to travel. Fun Facts: David enjoys spending time with his family, reading, running, is an avid wine enthusiast and developing a taste for cigars, loves traveling, reading, he also enjoys snow and water sports and loves basketball (playing or watching). Prior to having three children and starting a business David had a beautiful head of hair. Now he doesn’t.
Webinar Questions
Have questions about the upcoming webinar? We encourage you to share your thoughts, ideas, or any questions you have ahead of time! Whether you’re curious about the topic, looking for more in-depth insights, or just seeking clarity on something specific, we want to hear from you. During the live event, we’ll do our best to address as many questions as possible. Our goal is to make the session as interactive and informative as possible. However, if we can’t get to your question during the webinar, don’t worry—we’ll make sure to follow up with you personally via email afterward. Your input helps us make our webinars even more valuable, so don’t hesitate to reach out. We appreciate your engagement and look forward to discussing your questions and thoughts!
Sample Valuation Reports
Our Sample Valuation Reports We provide sample valuation reports to give prospective clients a clear view of the quality, structure, and insights they can expect from our work. These examples demonstrate our thoughtful, thorough approach to each engagement and highlight how we tailor our analysis to the unique context of each business. They’re designed to build trust and help clients understand the value we bring to the decision-making process. Sample Starter Valuation Download Sample Premium Valuation Download Sample Elite Valuation Download
2024 Advisor M&A Review Thank You
Watch the Replay Seller Resources For Advisors Seeking AcquisitionsPractice Acquisition Checklist → For Growth-Minded AdvisorsGuide to Increase the Value of Your Business → Buyer Resources For Advisors Preparing to Sell or Transition5 Things To Do Before You Sell Your Business →
IMPACT®2024
Meet Our Team Nicole Sinclair Craig Chanti Sabrina Powell We enjoyed seeing you this year! Your business goals remain top of mind as we enter the new year. From equity sharing to succession planning, our team is here to help you navigate any complexities you’re facing. Click below to schedule a call with our team! You can also download our 2024 Advisor Mid-Year M&A infographic here. LET’S TALK Major Decisions, Massive Expertise Valuing, growing, and transitioning a business isn’t simple, but it doesn’t have to feel overwhelming. We unravel the complexities, bringing all the necessary disciplines (consulting, industry expertise, legal, tax) together as a unified solution, leading with education and clarity so you feel confident and empowered to make the best decisions for your business. LEARN MORE Gain Total Firm AlignmentEquity sharing is a formidable strategy for aligning next generation owners and top talent with your firm’s goals. Implementation can take several forms, and we’re masters in crafting and executing plans that minimize risk and maximize rewards.Click HereFind The Right PartnerAs an owner, you need an ideal match to propel your firm forward and secure your legacy. Whether merging, selling or creating an internal succession plan, you have options, and we can help you pick the best one.Click HereDiscover Solutions for GrowthFrom entity design to acquisition prowess, we’re masters of business foundations. We always start with a valuation and then optimize your growth strategy, working hand-in-hand with you every step of the way.Click Here Previous slide Next slide Let’s Talk About You & Your Goals Whether you’re looking to grow, find a partner, or sell your firm, we’re here to help! LET’S TALK
Future Proof 2024
Watch: Mid-Year M&A Update Ready to Grow? How to Share Equity:Register for This Webinar → Preparing to Acquire:Practice Acquisition Checklist → Planning for Succession:Succession Readiness Guide → Exploring Value Drivers:Guide to Increase the Value of Your Business → Grab A Valuation We offer a variety of solutions and turnaround times to fit your needs. Join myCompass Our membership club grants you inside tips and opportunities to grow. Review our Seller Services We’re here to ensure you secure the best buyer, price and terms.
