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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…

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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 >>

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Day: July 9, 2024

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SRG named among best workplaces for established excellence

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