Download David Grau Jr.'s "Succession Readiness Checklist" below, and check out "#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr." on best practices for preparing for an internal succession, the importance for selling firms of considering both a firm’s valuation and the deal terms when comparing offers, or the value of preparing for succession early.
