You’ve built a successful practice, the stock market is setting records, and the DOL was just struck down by the 5th Circuit Court of Appeals – what could go wrong?!
Join industry expert David Grau Jr. as he shares five of the most frequent “land mines” lurking out there for advisors. With practices values for reps, RIA, agents and accounts at record levels, and your business likely being one of your most valuable assets, David will share five specific issues that are incredibly prevalent but easily solved for.
About David Grau, Jr., MBA:
David Grau Jr. is the founder and CEO of Succession Resource Group. He is currently one of the leading speakers in the financial services industry on mergers and acquisitions of independently owned financial services firms, as well as valuation strategies and practice continuity issues, with over 200 presentations to his credit. In the past five years, he has spoken at variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, MetLife, ING, AIG, Fidelity, Jackson National, Prudential, FSI and at many FPA chapters around the country.
As an expert on advisor valuation, acquisition and succession planning, David has assisted hundreds of advisors and other professionals buy, merge, sell, and craft their transition plan for the sale of their business over the last decade.