Sellers

We can help you complete a deal. Where are you right now in your process?

Buyers

Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:

MyCompass

Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.

Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.

It is that simple.

JOIN MYCOMPASS

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...

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Award-Winning M&A Experts

Succession Resource Group is a succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect and plan for the transition of their business. Serving clients across the country, Succession Resource Group provides the most accurate and comprehensive valuations services, turnkey acquisition support, assistance creating contingency plans, and personalized succession/exit strategies.

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Award-Winning M&A Experts

Succession Resource Group is a succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect and plan for the transition of their business. Serving clients across the country, Succession Resource Group provides the most accurate and comprehensive valuations services, turnkey acquisition support, assistance creating contingency plans, and personalized succession/exit strategies.

SRG Awards

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Award-Winning M&A Experts

Succession Resource Group is a succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect and plan for the transition of their business.

SRG Awards

Our Expertise

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Business
Valuation

Business Valuation

Valuations to benchmark your business and grow faster; comprehensive appraisals for larger firms.

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Entity &
Employment

Entity & Emmployment

LLC & S-Corp support, employment resources, and plans to develop/deploy phantom equity sharing.

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Contingency
Planning

Contingency Planning

Protect your must valuable asset. Your business. Get get customized solutions from our industry experts.

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Growth &
Acquisition

Growth & Acquisition

Turnkey deal support, advisor merger support, lender support — we are here to help facilitate growth.

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Selling &
Succession

Selling & Succession

Selling? Find the best fit, best price, best terms. Plan for succession; allow your business to thrive after retiring.

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Partner With Us

Schedule a Consultation

Questions about our services? Want to chat with our sales team? We are here to help.

Book Now

Our Solutions

Solutions for Sellers

Finding the right fit is often just as important as the right price. Luckily, you don't have to choose. Find out how SRG clients get higher-than-average multiples without sacrificing culture.

Have It All

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Solutions for Buyers

Acquiring a financial practice takes patience, support, and expertise. Don't try to reinvent the wheel or do it all on your own. SRG provides a straightforward, step-by-step path to ownership.

Start the Journey

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Practice Management

Comprehensive solutions for the most challenging practice management issues — entity formation, employment resources, compensation plan design, contingency plans, etc.

Get Support

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Corporate Partnerships

We have developed unique solutions that allow us to collaborate with you to help your advisors with joint marketing affiliations, network solutions, or anything in between.

Become a Partner

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