There may be something comforting about selling your practice to someone you know, someone already working with you, but what makes that a better option than selling to a third party? In this episode, David Grau Jr. dives into the complexities of expanding your business and what to consider when looking at next gen talent. … Continue reading Expanding Your Practice: Key Tips (Ep. 6) →
Jun 12, 2023
35 min
Many advisors often fail to plan for their eventual retirement and succession, risking their legacy and business. Without a well-designed succession plan, they may face difficulties in finding a suitable successor, maximizing the value of their business, and securing their legacy for future generations. In this episode, David Grau Jr. dives into the crucial topic … Continue reading The Importance of Succession Planning for Advisors (Ep. 5) →
May 22, 2023
24 min
There is nothing that can divide a family faster than money issues. When merging firms and keeping them within the family, there are a number of considerations that you need to take into account. In this episode, David Grau Jr. discusses the ins and outs of selling your practice to a family member and how … Continue reading Family & Finances: What To Expect (Ep. 4) →
May 8, 2023
34 min
Are you struggling to figure out how to finance deals in today’s competitive market, where interest rates are skyrocketing, and valuations are at all-time highs? As an advisor, growing your business through inorganic acquisition can be a tremendous opportunity, but it comes with its challenges, including figuring out the capital requirements to fuel that growth. … Continue reading Loans, Interest Rates, and Lending Solutions: Inside PPC Loan with Dustin Mangone (Ep. 3) →
May 8, 2023
38 min
Are you an advisor planning for the future? It’s time to take a closer look at your succession plan. In today’s market, a book of business is no longer just for inheritance and referrals – it’s a valuable asset that can be sold for a significant profit. In this must-listen podcast, David Grau Jr., MBA, … Continue reading Selling Your Practice: When is the right time? (Ep. 2) →
May 8, 2023
29 min
Welcome to SRG Off Script, the podcast where experts at Succession Resource Group unpack the latest industry trends, recommendations, and observations, for independent advisors managing their own financial services practice, with no fluff and a little entertainment. In this episode: Get an exclusive look into David’s early years in the financial services industry Discover how … Continue reading Welcome to SRG Off Script With David Grau Jr. (Ep. 1) →
May 8, 2023
28 min
Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG Off Script, the podcast where Succession Resource Group’s experts dive deep into the latest industry trends, recommendations, and observations. With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of … Continue reading SRG Off Script – Coming Soon →
Apr 12, 2023
1 min