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Posted by FP Transitions on March 9, 2017
Your Transition Team & Nonadvocacy Support (Excerpt)
The following sections are excerpted from the book Buying, Selling, and Valuing Financial Practices by FP Transitions president and founder David Grau Sr., JD.
Let's highlight the importance of having a strong transition team in your corner as...
Posted by FP Transitions on August 31, 2016
NEW BOOK - Now Available
Our new book Buying, Selling, & Valuing Financial Practices - The FP Transitions M&A Guide is now available. Order your copy here, and watch the video below to find out why our President & Founder, David Grau Sr., JD decided to [literally] write...
Posted by FP Transitions on November 24, 2015
What's Next...[VIDEO]
We've got some exciting news for 2016: a new book!
Posted by FP Transitions on October 14, 2014
Don't Just Take Our Word For It
We've been telling you that the recent release of Succession Planning for Financial Advisors: Building an Enduring Business by David Grau Sr., JD, is going to challenge everything advisors think they know about succession in the financial services...