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Buying or Selling a Financial Services Business
Course Information
Content Level: Advanced
NAPFA Subject Area: L-Strategic Thinking
Course Description

Buying or selling a financial services practice is a major event. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work. Learn about current trends, recommended timelines and strategies for buying and selling successfully. Discuss valuation statistics for 2021and the most up-to-date deal structuring strategies being used by owners today.

Learning Objectives
  1. Identify how to find a practice to buy/partner with, when to start planning, what your options are, and current exit planning trends
  2. Discuss how deals are currently being structured 
  3. Assess typical values being paid and what drives or detracts from the value.

David Grau, Jr.

David Grau, Jr., is the founder and CEO of Succession Resource Group, the nation’s leading consultant on advisor valuation, acquisition, and succession planning. Over the last decade, David and his firm have been nominated for and won numerous awards – including the Inc. 5000 American’s Fastest Growing Companies, Industry Award, and was nominated for InvestmentNews’ 40 Under 40 award. David is a published author and speaker on advisor succession planning and has been interviewed and cited in dozens of publications over the last two decades. David holds a Bachelor’s degree from Portland State University and his MBA from Willamette University where he is currently a professor of management.

Availability: On-Demand
Expires on Dec 31, 2023
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
1 NAPFA CE (LIVE) Credit
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