Buyers pay for clean financials, organic growth, a team that runs without you, and signed agreements, and each takes years to build. David Grau Jr., MBA, shows advisory firm owners how to raise their value and choose the right exit path.
Attendees will learn:
- Why three to five years is a shorter window than it sounds
- How firms are valued: revenue multiples vs. EBITDA
- Buyer types, from internal successors to private equity
- Why the highest headline offer is rarely the best deal
- The red flags buyers won't say out loud, and what sellers wish they'd started sooner
Presenter(s)
David Grau, Jr., MBA
Succession Resource Group
David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. Prior to launching SRG, David was the leading M&A consultant for a well-known succession planning firm to advisors where he led and developed numerous programs for RIAs. Prior to this role, David served in the United States Navy.
Job Title
Founder/CEO
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