About SRG
Expert Led M&A Guidance
Who We Are
Succession Resource Group is a succession planning, valuation, and M&A consulting firm serving independent financial advisors, registered investment advisors (RIAs), broker-dealer representatives, and CPAs across the country.
Unlike generalist consulting firms, SRG works exclusively within financial services — bringing certified valuation methodology, dedicated transaction advocacy, and integrated in-house legal and tax expertise to every engagement. Our project leads average 12.56 years of hands-on industry experience, and every client works with a single dedicated consultant from the first conversation through closing.
SRG has helped thousands of financial professionals value, protect, grow, and transition their businesses — through succession planning, buy-side and sell-side M&A support, equity sharing design, compensation planning, and contingency planning.
What Makes Us Unique
SRG’s approach is built on three things most firms don’t offer together: certified valuation methodology, in-house legal and tax counsel, and a single point of contact on every engagement.
Our recommendations are grounded in actual RIA transaction data — not survey estimates or rules of thumb. When your engagement requires a CPA, a JD, or a Certified Valuation Analyst, that expertise is already coordinated on your project. And because your lead consultant stays with you from first conversation through closing, there are no handoffs and no gaps in context.
With 70+ five-star Google reviews from advisors who have completed real engagements, SRG’s track record is documented, verifiable, and growing.
Recognized by Schwab Advisor Services
Succession Resource Group is proud to be included in Schwab Advisor Services’ Affinity Services network, listed under Mergers & Acquisitions and Valuation and Deal Structure.
This recognition reflects SRG’s specialized expertise in helping independent financial professionals navigate complex transitions — from certified business valuations to full transaction support — with clarity, confidence, and recommendations grounded in real market data.
Featured in the Kitces Advisor Service Providers Map
Succession Resource Group (SRG) is proud to be included in the Kitces Advisor Service Providers Map (January 2026). SRG is listed across People & Talent, Transitions & Succession, and Business Valuation, reflecting the breadth of our support for financial professionals as they build, protect, and transition their businesses.
Who We Are
Succession Resource Group is an M&A consulting firm serving independent financial service professionals across the country. SRG’s team of experts leverage their industry expertise, combined with best-in-class resources, to help registered investment advisors, securities professionals, agents, and accountants manage, grow, and realize the value of their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of clients value, protect, grow, improve, and plan for the sale of their business.
We provide a hands-on experience for our clients, guiding them every step of the way, providing customized solutions to help plan for and effectively manage the equity in their business. Our resources include consulting expertise, guidance on tax and compliance considerations, industry lending resources, compensation research and compensation plan design and other HR best practices, and industry-specific contracts customized for your situation.
What Makes Us Unique
We ensure you have an optimal client experience by first listening. Once we understand, our team helps you create solutions that are unique to your business/problem, making complex problems simple to understand, and providing an end-to-end solution. This not only makes the process easier for our clients, but they obtain tried and true solutions that have been field tested, and because we can rely on existing resources evolved over hundreds of engagements, you’ll get a better solution for less money.
Recognized by Schwab Advisor Services
Succession Resource Group is proud to be included in Schwab Advisor Services’ Affinity Services network, listed under Mergers & Acquisitions and Valuation and Deal Structure.
This recognition reflects our specialized expertise in helping financial professionals navigate complex transitions with clarity, confidence, and data-backed guidance. We remain committed to supporting advisors and firms with trusted succession and growth solutions at every stage.
Featured in the Kitces Advisor Service Providers Map
Succession Resource Group (SRG) is proud to be included in the Kitces Advisor Service Providers Map (January 2026). SRG is listed across People & Talent, Transitions & Succession, and Business Valuation, reflecting the breadth of our support for financial professionals as they build, protect, and transition their businesses.