David Grau Jr. is the CEO of Succession Resource Group, the nation’s leading consulting firm on advisor valuation, acquisition and succession planning. Over the last decade, David has been nominated and won numerous awards for SRG’s work and thought leadership in the financial services industry, and has personally assisted hundreds of advisors buy, merge, sell, and craft their transition plan for the sale of their business.
David is a published author and accomplished speaker on advisor M&A and is regularly cited and interviewed in the industry’s most widely read publications. He is one of the leading speakers in the financial services industry on mergers and acquisitions, with over 300 presentations to his credit, as well as serving as an expert for arbitration and litigation.
David holds a bachelor’s degree from Portland State University and his MBA from Willamette University’s Atkinson Graduate School of Management, where he served as an adjunct professor. He spent most of his life in the Pacific Northwest, but recently moved to Austin, Texas with his wife and three kids.