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...

Continue Reading »

srg_team
SRG-Team-Photo-2019-1

 

 

 

 

 

 

 

 

 

 

 

 

 

About Succession Resource Group

Homepage Award Highlights

Who We Are

Succession Resource Group is a 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. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement. Meet Our Team >>

What We Do

As the industry leader in succession planning for financial service professionals, we help our clients value, grow & structure, protect and plan for the transition 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, and other HR best practices, and industry-specific form contracts customized for your situation.

 

What Makes Us Unique

We are experts in helping you understand and manage the equity in your practice. With one of the most experienced teams in the industry, you will be working with a passionate team on every project, committed to helping you make every decision with full information. Our resources have been developed by the best and brightest, and fine-tuned on each project we work on, allowing your SRG team to focus on understanding your business and tailoring our resources to meet your needs.

Fun

We Like To Have It