TRANSITION TALK

David Grau Sr., JD on Better Conversation. Better Outcomes. Podcast

Posted by FP Transitions on Aug 14, 2017 1:42:36 PM

Last week our president and founder, David Grau Sr., JD, joined BMO Global Asset Management’s Better Conversations. Better Outcomes. Podcast to discuss buying or selling financial advisory practices. The 30-minute podcast explores:

  • How to prepare to buy or sell,
  • The current acquisition marketplace,
  • How to be a qualified buyer,
  • How to assemble a team to help you through the process,
  • And what success looks like from both buyer and seller perspectives. 

Click here to listen to the podcast.

Podcast is also available through iTunes and Google Play.

Topics: Buying & Selling, Podcast

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