Skip to content

Services

Value

Valuation

Improve

Entity Support Services
Entity Maintenance Program
Employment Resources
Equity Sharing Plans

Protect

Contingency Planning

Grow

Acquire Edge (ACE)
Deal Support
Advisor Merger Support
myCompass

Exit

Succession Planning
Seller Advocacy

Enterprise Consulting
Partnerships
Marketplace
Resources

Read All Articles

Recent Articles

Six Ways to Increase the Value of Your RIA Firm

The Psychology of Dealmaking in Advisory RIA M&A Transactions

The Future of Financial Advisory Firms

Three Major RIA Growth Mistakes to Avoid

Contingency Planning – A key to acquisition success?!

Past Webinars

Checklists

Client Success Stories

eBooks & White Papers

Infographics

View All
Resources
About

About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG’s team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses…

Continue Reading >>

Company

About SRG
Meet the Team
Press Releases
In the News
Careers
Contact Us
Contact
myCompass
Schedule Consultation

Services

Value

Valuation

Improve

Entity Support Services
Entity Maintenance Program
Employment Resources
Equity Sharing Plans

Protect

Contingency Planning

Grow

Acquire Edge (ACE)
Deal Support
Advisor Merger Support
myCompass

Exit

Succession Planning
Seller Advocacy

Enterprise Consulting
Partnerships
Marketplace
Resources

Read All Articles

Recent Articles

Six Ways to Increase the Value of Your RIA Firm

The Psychology of Dealmaking in Advisory RIA M&A Transactions

The Future of Financial Advisory Firms

Three Major RIA Growth Mistakes to Avoid

Contingency Planning – A key to acquisition success?!

Past Webinars

Checklists

Client Success Stories

eBooks & White Papers

Infographics

View All
Resources
About

About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG’s team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses…

Continue Reading >>

Company

About SRG
Meet the Team
Press Releases
In the News
Careers
Contact Us
Contact
myCompass
Schedule Consultation

Services
Partnerships
Marketplace
Resources
About
Contact
myCompass
Schedule Consultation

Menu

Services
Partnerships
Marketplace
Resources
About
Contact
myCompass
Schedule Consultation

Day: August 24, 2020

Kristen Grau Recognized as NACVA’s 2020 40 Under Forty Honoree

Kristen Grau, Executive Vice President at Succession Resource Group

Services

Valuation
Contingency Planning
Selling & Succession
Entity & Employment
Growth & Acquisition
Enterprise Consulting

Partnerships

Become a Partner
Request a Speaker

Marketplace

Buyer Profile
LendingWell
Seller Listings

Resources

Learning Center Newsletter

Services

Valuation
Contingency Planning
Selling & Succession
Entity & Employment
Growth & Acquisition
Enterprise Consulting

Partnerships

Become a Partner
Request a Speaker

Marketplace

Buyer Profile
LendingWell
Seller Listings

Resources

Learning Center
Newsletter

Copyright © 2024 Succession Resource Group | All rights reserved.

Terms of Service/Privacy Policy