Acquisition + Succession = Growth Machine


A luncheon event designed to help you build the foundation of a sustainable business ready for explosive growth. During this free workshop, you will learn how to:

  • Successfully acquire a practice
  • Attract and retain next generation talent
  • Use compensation and profit sharing to impact your long and short term growth plans
  • Create multigenerational ownership for an enduring business
  • Use succession planning as a powerful growth strategy

Presented by: David Grau Sr., JD, Author of Buying, Selling, and Valuing Financial Practices & Succession Planning for Financial Advisors.

Plus learn from one of your peers. Special guest, Alex Chalekian of Lake Avenue Financial, joins David to discuss how he implemented FP Transitions’ M&A strategies to grow his practice both internally and through six acquisitions since 2008.

These events have passed. At this time we do not have any upcoming Growth Machine workshops scheduled. Please fill out the form and we will notify you when we've got the next sessions nailed down.