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David Grau Sr., JD on Better Conversation. Better Outcomes. Podcast

Last week our president and founder, David Grau Sr., JD, joined BMO Global Asset Management’s Better Conversations. Better Outcomes. Podcast to discuss buying or selling financial advisory practices. The 30-minute podcast explores:

  • How to prepare to buy or sell,
  • The current acquisition marketplace,
  • How to be a qualified buyer,
  • How to assemble a team to help you through the process,
  • And what success looks like from both buyer and seller perspectives. 

Click here to listen to the podcast.

Podcast is also available through iTunes and Google Play.

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