Grau, David
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, […]
Sullivan, Brent
Brent Sullivan is the founder and editor of Tax Alpha Insider, a 3x weekly newsletter focused on taxable wealth planning for high-net-worth and ultra-high-net-worth families. His career includes time on fixed-income trading floors as an analyst, a separate career as a software developer, a brief stint in venture capital, and, as of 2023, as an […]