Wednesday, February 8, 2017
Breakfast Meeting
Succession Planning and Business Valuation for Financial Advisors
Presented by: David Grau Sr., JD
Founder FP Transitions
Wednesday, February 8th, 2017
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719 520-325-1541
FPA of Southern AZ
Members $20 / Guests $30
Registration and Breakfast 7:15 AM Speaker will speak 7:45 AM -9:30 AM
2 Hrs of CE Credits
RSVP to Gerry Oldenski by Friday, February 3, 2017 at
gerry@dynasetaz.com
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speaker:
David Grau Sr., JD, is one of the original founders of FP Transitions and is the Company's President. As a former securities regulator and securities attorney, David has spent almost half his life in this industry, helping advisors set their practices up, take them apart, and everything in between. He is the author of Succession Planning for Financial Advisors: Building an Enduring Business, as well as Buying, Selling & Valuing Financial Practices: The FP Transitions M&A Guide, both published by Wiley & Sons. David has also written over 85 nationally published articles on mergers and acquisitions, succession planning, and internal ownership tracks. David was named one of the most influential people in the profession by Financial Planning Magazine and is a nationally recognized expert on succession planning in the financial services industry.
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