TRANSITION TALK

David Grau Sr., JD on Advisor2Advisor Podcast

Posted by FP Transitions on Sep 4, 2018 11:42:47 AM

Last month FP Transitions President and Founder, David Grau Sr., JD, joined Scott and Pat on the Advisor2Advisor podcast to discuss common concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make when they fail to capitalize on the equity they’ve established by creating a viable succession plan. Listen here.

Topics: Succession Planning, FPT in the News, Mergers

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