About this document

David Grau Sr.: Expert in Succession Planning by Robert Byrne is a document available to read on EtoBox.

David Grau Sr. is the president and founder of FP Transitions in Lake Oswego, Oregon. He has over 20 years of experience in the financial services industry as both a former securities regulator and attorney. Grau has written extensively on topics related to succession planning, mergers and acquisitions, and tax strategies for financial advisors. He travels extensively speaking on issues like equity management, succession planning, and practice valuation, having delivered over 750 presentations nationwide.

Author

Robert Byrne

Language

EN