David Grau, Founder of FP Transitions - #PreMarket Prep for July 8, 2014

Benzinga
•July 9th, 2014
DESCRIPTION
Special guest: David Grau is president and founder of FP Transitions, the country's leading provider of valuations, continuity planning and succession planning strategies for independently owned financial service practices. His team pioneered the open marketplace concept of practice transition for the financial services industry beginning in 1999, and now assists more than 2,000 independent reps and advisors every year in all facets of practice valuation, equity management, and succession planning.
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