David Grau Sr.,


FP Transitions

David Grau, Sr., co-founder, president, FP Transitions, has spent almost half his life helping advisors build their practices, take them apart, and everything in between. Mr. Grau 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. He also has written more than 85 nationally published articles on mergers and acquisitions, succession planning, and internal ownership tracks. Named one of the most influential people in the profession by Financial Planning Magazine, he is a nationally recognized expert on succession planning for the financial services industry.