FPA of Southern Arizona: February Breakfast Meeting

  • Wednesday, February 08, 2017
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719

Wednesday, February 8, 2017

Breakfast Meeting

Succession Planning and Business Valuation  for Financial Advisors 


Presented by: David Grau Sr., JD

Founder FP Transitions


February 8th, 2017



Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 


FPA of Southern AZ  

Members $20 / Guests $30    

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM  

2 Hrs of CE Credits



RSVP  to Gerry Oldenski by Friday,
February 3, 2017 at  




To prepay with PayPal  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid



About the Speaker: 

 David Grau Sr., JD, 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, as well as Buying, Selling & Valuing Financial Practices: The FP Transitions M&A Guide, both published by Wiley & Sons. 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.

FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283

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