David Grau Jr., freshly departed from FP Transitions, has launched a new firm called Succession Resource Group that aims to help financial advisors and broker-dealers/custodians that want to support their advisors with valuing, protecting, growing, and transitioning their businesses.
Grau’s new company, for which he will serve as president and CEO, plans to offer a menu of services to broker-dealers and custodians that want to support their advisors acquisition and succession planning needs. The new company also plans to offer a variety of services, including financial advisor market est
Read more ...