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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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2027 Advisor M&A Review
January 20, 2027 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET
