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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.
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...
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 valuation services, turnkey acquisition support, assistance creating contingency plans, and personalized succession/exit strategies.
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.
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.