Succession Solved returns June 2016. Click for details

We provide formal valuations, continuity plans, growth strategies, and succession plans to financial advisors like you. Our diversified team of experts, combined with extensive resources and planning tools, are here to help you meet your business objectives.


Our goal is helping you reach your goal.

Client Success Story 

The journey of how Hoffman Financial Resources transitioned ownership in a very unique market. 

Enterprise Strength

Understand the important difference between revenue strength and enterprise strength. 

Look out for your clients 

When you become a Financial Advisor, what you do in your career affects the lives of others. 


Assess your current value and position as a foundation for achieving growth. Whether your business goals include increasing value, recruiting new talent, selling your business, or building a legacy, FP Transitions has the tools and experts to help you get there.

Succession Planning for Financial Advisors

It's time to address what happens to your practice and your clients after you 'exit the building.'

Succession Planning for Financial Advisors tackles one of the biggest challenges in the industry right now. By acknowledging the problem and its cause, David Grau Sr. and the FP Transitions team are able to offer executable actions and recommendations for combating attrition and value loss within your own business.

Praised by industry leaders like Valerie Brown (CEO of Cetera), Robert Moore (former president of LPL), and John Gilliam (Director of MS Programs at Texas Tech University), this book aims to transform today's financial practices into businesses designed to prosper, endure, and serve multiple generations of investors.

Reviewers are calling it a "must read for any investment advisor who wants to build a sustainable practice and eventually transition their clients to the next generation,"* recognizing that "David Grau Sr. 'gets' the mentality of and challenges faced by the entrepreneurial advisor, and addresses these without judgment."*

Grab a copy of the book that is sure to "become a canon in the independent financial services industry on succession planning for years to come."**

* Amazon customer reviews    ** Kirk Hulett, EVP of Strategy and Practice Management at Securities America.

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Organizational Structure [WEBCAST]


Revenue Strength vs. Enterprise Strength [WEBCAST]


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