2016 Fall Conference Speaker

David Grau Sr., JD, President of FP Transitions, 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, published by Wiley & Sons in 2014. His second book, Buying, Selling & Valuing Financial Practices: The FP Transitions M&A Guide, is scheduled for release in June 2016. 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.