David Grau Sr.

Displaying 3 results
YOUR PRACTICE PRACTICE MANAGEMENT FEB 07, 2017
3 non-traditional methods for acquiring a financial advisory practice or book of business

Buyers may find that the path to acquiring the scale they want is much more achievable than they thought.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 29, 2016
Top reasons for independent advisers to consider a merger instead of an acquisition

Mergers can represent a very useful strategic path where the owner of the merged entity becomes part owner in the surviving entity.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 16, 2014
Developing a workable succession plan: What do advisers really want?

Selling a practice through a change-of-control liquidity event is not a real succession plan and not what advisers should want.