FPT In the News

July 2014 - Wealth Management Magazine: Charting Your Succession Course

Posted by FP Transitions on June 24, 2014

Sell to a third party, or a junior partner? There are pros and cons to each, but either one beats a dead-stick landing.

In the article, "Charting Your Succession Course" written for Wealth Management Magazine by FP Transitions president and founder, David Grau Sr., JD, he discusses the differences between an external sale and an internal transition, as well as the choices each path affords you as you plan for the future.

Topics: Succession Planning, Exit Planning, Wealth Management Magazine