David Grau Jr.

Highlights the signs indicating when it's time to establish an entity and the risks associated with not doing so. #advisors #business

A comprehensive discussion on the keys to constructing enduring wealth for advisory firms. #advisors #growth

Taking care of your clients and extracting the value your family deserves. A contingency plan can be the key to a successful acquisition. #advisors

They highlight the current state of M&A and share insights into securing loans and finding a deal that aligns with your business goals. #advisors

Here's why every advisor needs to proactively prepare their teams and get the business succession strategy in motion early. #advisors

explore the transformative role of Customer Relationship Management CRM systems in enhancing advisory business value. #advisors #CRM

The benefits of hiring and training raw talent, as well as the importance of incentives and clear career paths in retaining talent. #advisors

The six most common scenarios that cause an advisor to seek a professional business appraisal. #advisors #business

The importance of succession planning for independent advisors and the process of putting deals together in the private equity industry. #advisors #exit

The complexities of expanding your business and what to consider when looking at next gen talent. #business #growth