The Fine Print

David Grau Jr.

Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations. With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results. Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite...

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The Fine Print

Episodes (36)

Jul 22nd To PE or Not to PE: What Every Advisor Should Know About Private Equity Offers (Ep. 35)
Jun 25th Advisor Compensation: How to Pay Your Team the Right Way (Ep. 34)
Jun 3rd Selling Your Advisory Practice: What Every Owner Needs to Know (Ep. 33)

The Fine Print

Jul 22, 2026
1 hours
121 MB

Private equity is no longer just for billion-dollar firms. PE-backed aggregators are moving downstream, and advisors with $150M to $500M in AUM are getting unsolicited offers. But are these deals as good as the headlines suggest? In this episode of The Fine Print, David Grau Jr. and Kristen Grau break down what advisors need to know before entertaining a PE-backed offer -- from understanding deal structure to knowing whether your firm is actually the right fit. Topics covered: • The difference between direct PE investment and PE-backed aggregators • Why the definiti...

The Fine Print

To PE or Not to PE: What Every Advisor Should Know About Private Equity Offers (Ep. 35)

David Grau Jr.

00:00 -01:03:52