#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What’s unique about David, though, is … Read more

With successful New Glenn flight, Blue Origin may finally be turning the corner – Go Health Pro

With successful New Glenn flight, Blue Origin may finally be turning the corner – Go Health Pro

“That’s the small one,” Bezos commented. “Mark 2 is twice as tall and twice as wide.” These are impressive vehicles, built on a large scale. They’re important first steps toward delivering cargo—Mark 1 could launch within the next 12 to 18 months—and eventually crew. But none of these next steps can happen without New Glenn … Read more

Zacks Small Cap Research – NVX: Positive Takeaways From Analyst Day Include Company’s Successful Attainment of 2024 Key Objectives – Go Health Pro

Zacks Small Cap Research – NVX: Positive Takeaways From Analyst Day Include Company’s Successful Attainment of 2024 Key Objectives – Go Health Pro

By M. Marin NASDAQ:NVX READ THE FULL NVX RESEARCH REPORT NVX has successfully attained four key objectives, including securing upfront demand & funding Novonix (NASDAQ:NVX) hosted an Investor Day last week that we attended virtually. As the company contributes to the development of a North American-based supply chain to support the battery and clean energy … Read more

The ultimate guide to a successful Guidewire migration | Insurance Blog – Go Health Pro

The ultimate guide to a successful Guidewire migration | Insurance Blog – Go Health Pro

The decision to initiate a Guidewire cloud migration should not be made lightly. Like any key decision in life, it is best to find experts, so not to incur potentially large expenditures in the future to fix a poor implementation. Between the financial investment, the large and potentially unknown risks, and the career implications determined … Read more

x