About SRG
Expert Led M&A Guidance
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.
