Here’s a good overview of investment advisory firms

BVWireIssue #174-1
March 1, 2017

During a recent BVR webinar, Warren Burkholder, a valuation consultant with FP Transitions, offered to make available the foreword to a book, Buying, Selling, & Valuing Financial Practices. The book was written by attorney David Grau Sr., president and founder of FP Transitions, a firm that has done over 8,000 valuations of these businesses since 1999. BVR has added the foreword (written by Brad Bueermann, the firm’s CEO) to a complimentary Look Inside the Book so that everyone can see it. Thanks, Warren!

Please let us know if you have any comments about this article or enhancements you would like to see.