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.

We are dedicated to our craft and focus on providing customized solutions, unique to each client, to help you plan for and effectively manage the equity in your business. Founded by David Grau Jr., MBA, a well known advisor M&A expert and author, SRG's team brings more than 30 years of expertise.


SRG is dedicated to helping you understand the nuances of the industry and develop accurate and customized solutions in order to run their business. If you are buying, selling, and planning for the sale of your business, we can help complete your project efficiently and cost-effectively. Our experts specialize in customizing the right solution for your business, and do not use “cookie-cutter” plans. We take time to understand your needs to customize a solution best for you.


Raising awareness with your advisors and tackling the topic of acquisition support and succession planning has become increasingly important. We can assist your company in a variety of different ways, from a simple affiliation relationship to more comprehensive system-wide solutions. We can also work with you on individual projects, such as hosting workshops, developing resources for use and distribution internally, etc. Click the link below to explore how we can work together.

Succession Resource Group helps you manage, grow, improve, protect, and plan for the transfer of your most valuable asset — your business.


Years Cumulative Industry Knowledge


Valuations Completed


Seller Deals Completed


Broker-Dealer/Custodian Partners

Partner Firms