Artwork for Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau
Financial Advisor Success

Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau: David Grau Sr. is an author, former securities attorney, and a founder and president of FP Transitions. Since 1998, FP Transitions has had the goal of matching sellers and buyers of financial practices - specifically, financial advisors hoping to sell the