2022 Spring Conference Speaker

David Grau, Jr., is the founder and CEO of Succession Resource Group, the nation’s leading consultant on advisor valuation, acquisition, and succession planning. Over the last decade, David and his firm have been nominated for and won numerous awards – including the Inc. 5000 American’s Fastest Growing Companies, WealthManagement.com Industry Award, and was nominated for InvestmentNews’ 40 Under 40 award. David is a published author and speaker on advisor succession planning and has been interviewed and cited in dozens of publications over the last two decades. David holds a Bachelor’s degree from Portland State University and his MBA from Willamette University where he is currently a professor of management.