The Seller’s Playbook What to Know Before You Let Go
Learn what it takes to successfully sell your financial advisory practice. This session walks through the key steps to prepare your business, navigate the sale, transition clients and staff, and avoid common mistakes. Whether you’re planning to exit soon or just getting started, this webinar offers practical guidance to help you plan with confidence. Watch the Replay Host David Grau Jr. MBA CEO/President Paper-plane Linkedin-in Host Kristen Grau, CPA, CVA, CEPA Executive Vice President Paper-plane Linkedin-in
Advisor Succession Plan: Inside a Real-Life Succession Plan
Why an Advisor Succession Plan Matter Real-Life Advisor Succession Plan: Lessons From Start to Finish is a complete, real-world case study showing how one multi-advisor firm moved through every step of a true advisor succession plan. You’ll see how the team handled valuation, financing, ownership changes, and client transitions from beginning to end—making this a practical example of a succession plan from start to finish. This session is built for financial advisors and firm owners who want proven, experience-based guidance. You will learn how to reward key team members, protect business value, structure a smooth transition, and prepare for a confident exit. You’ll also hear lessons from a real-life advisor succession plan that you can apply whether you’re planning an internal sale, grooming successors, or preparing your firm for the future. Speakers Host Parker Finot Director of Transaction Advisory Services Paper-plane Linkedin-in Guest Chris Pazienza Retired Owner/Advisor of Horizon Wealth Partners Guest Patrick Carpenter, CFP®, BFA®, MCEP® Advisor & Partner of Horizon Wealth Partners
Breaking the Cycle | Compensation Strategies That Protect Value & Drive Growth
Valuation expert Ryan Grau, CVA, CBA, and compensation strategist Julia Sexton, CVA, reveal the most common comp mistakes—and how to fix them. Learn how to build pay models that drive growth, retain talent, and preserve business value. Watch the Replay Host Julia Sexton, CVA Director of Strategic Organizational Planning Paper-plane Linkedin-in Host Ryan Grau, CVA, CBA Director of Valuations Paper-plane Linkedin-in
How to Get 10x for Your Advisory Practice
Advisory M&A experts Kristen Grau, CPA, CVA, CEPA and Todd Fulks, JD, BFA unpack what goes into building a firm worth top-tier multiples. From growth strategies to value drivers, learn how to position your practice for maximum return—whether you’re selling soon or planning ahead. Watch the Replay Host Kristen Grau, CPA, CVA, CEPA Executive Vice President Paper-plane Linkedin-in Host Todd Fulks, JD, BFA General Counsel Paper-plane Linkedin-in
Putting Your Equity to Work
Watch the Replay Related Resources 2025 Advisor M&A ReportCheck Out our Press Release→ The Why Who & How of Equity SharingCheck Out the eBook→ 12 Key Reasons to Assess Your Practice’s Value Annually Read the Article → Carrot and the StickListen to this Podcast→ 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.
2025 Advisor M&A Review
Watch the Replay Related Resources The Succession Resource Group 2025 Advisor M&A Report Read our press release → 2025 M&A Infographic Download this infographic → Seller Readiness E-book Download this guide → Selling Your Practice with Expert Advocacy Watch this webinar → 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.
Selling Your Practice with Expert Advocacy
Watch the Replay Host Kristen Grau, CPA, CVA, CEPA Executive Vice President Paper-plane Linkedin-in
How to Effectively Share Equity
Watch the Replay Host David Grau Jr. MBA CEO/President Paper-plane Linkedin-in Host Julia Sexton, CVA Director of Strategic Organizational Planning Paper-plane Linkedin-in
The Psychology of Dealmaking
Watch the Replay Seller Resources For Advisors Preparing to Sell Seller Readiness Guide → For Our Latest M&A Update 2024 Advisor Mid-Year M&A Update → Buyer Resources For Advisors Seeking to Acquire Practice Acquisition Checklist → 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.
2024 Advisor Mid-Year M&A Update
Watch the Replay Related Resources For Advisors Seeking Acquisitions Practice Acquisition Checklist → For Advisors Ready to Enter the Marketplace Our 2024 Mid-Year M&A Infographic Report → For Growth-Minded Advisors Guide to Increase the Value of Your Business → For Advisors Preparing to Sell or Transition 5 Things To Do Before You Sell 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.