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...

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Acquire Edge-1
Acquire Edge

Edge Out Your Competition
& Win the Deal

Buy-Side Representation: Get the Deal Done

We are dedicated to helping advisors get deals completed - whether you are pursuing a complete buy-out of a peer/partner/employer, a merger, or a partial book acquisition. SRG has decades of experience helping Registered Investment Advisors, advisors affiliated with an IBD, hybrids and those that are dually registered - we know the RIA M&A industry, we know the players, and we know mergers and acquisitions. Our dedicated team will provide you comprehensive support once you have identified a target, helping craft the initial communication to get you to the final group of buyers, conducting the detailed before and after-tax cash flow analysis, tax strategies to help you win the deal, leveraging the right financing and providing comprehensive resources.

AcquireEdge

Experience

We are a hands-on, consultative, experienced group, dedicated to full transparency throughout. We will counsel you on what a fair offer is, when to consider "over paying" to win the deal, and when to walk away.

Strategy & Communication

What you say, how you say it, and when you say it, can win or lose you the deal. SRG will help craft all communication and act as your sounding board throughout the process to ensure you win the deal. Every seller and deal is different

SCHEDULE CALL

Service at a Glance

What you say, how you say it, and when you say it can win or lose you the deal. SRG will help craft all communication and act as your sounding board throughout the process to ensure you win the deal.

  • What's included?

    Our AcquireEdge service includes:

    • Single point of contact
    • Unlimited consulting calls
    • Unlimited email support
    • Informal valuation
    • Cash flow model
    • Customized offer letter
    • Form contracts 
  • How long is the process?

    We will make ourselves available as needed. This process will mostly be guided by the seller.

  • How to get started?

    Fill out our contact form, call us, or schedule a call.

    (503) 427-9910

    SCHEDULE CALL

Acquire Edge Testimonials
Nothing but great things to say about SRG! They have their process down and they have made a complex business transition as smooth and seamless as possible. All I can say is THANK YOU!
— Laurel R.
We had established an aggressive timeline for our practice sale/purchase but were able to reach the goal with SRG's responsiveness and accommodative nature. We would not have reached the goal without them. They were very accessible throughout the process and always had time for us. I appreciated their professionalism, expertise, and familiarity with the practices and terminology of our broker-dealer.
— April D.
Aside from managing your clients' assets, transitioning your book of business is as important a decision (...) you will ever make. SRG allowed me to get a view of my book of business that would never have been possible without them. I can say without a doubt that SRG gave me and the buyer confidence that we both were getting a fair shake. I would recommend them to anyone.
— Jason R.

Pricing

Free-Trial Elite
New
$ 0
$ 6
per/mo

$ 6,500 + % of Revenue
$ 7
Features
Single Point of Contact
You will be assigned your team based on several factors, such as package, availability, and complexity of your project.
Buy-Side Representation
Consultation Call(s)
Consultation calls help us clarify inputs, address questions, and provide recommendations to ensure that your deliverable meets your needs in real-time.
Unlimited
Email Support
Sometimes you just have a quick question! We are happy to address any questions, changes, or thoughts via email.
Unlimited
Informal Valuation
We will help you analyze the value of the seller's company from revenue and expenses to personnel to client demographics and more - giving you the tools you need to make a well informed offer.
Cash Flow Model
Offer Letter
Based on the value and cash flows, we will help you write a clear, competitive, and comprehensive offer letter.
Industry Specific Form Agreements
SRG will provide you a form contract tailored for your needs based on the information we gather from you.
Industry Resources
We want this experience to be a success. Therefore, we offer a variety of resources such as guides, checklists, decision trees, whitepapers, and ebooks to ensure have all the tools you need.
  GET STARTED

Frequently Asked Questions

  • What is AcquireEdge?

    AcquireEdge is designed with the buyer in mind. We work with the buyer in an advocacy position to help them craft the best offer and win the deal. We work with them at every stage from forming an informal opinion of value to financial analysis to writing an offer.  

  • Who is AcquireEdge for?

    AcquireEdge is for advisors working on an acquisition with a particular seller and would like guidance to make informed decisions, someone to help negotiate the deal, and a firm to help provide all the resources need to seal the deal.  

  • Who would I be working with?

    David Grau

    David Grau Jr., MBA, Founder & CEO 

    Learn more about David

    Kate Clements

    Katelynn Clements, Esq.,  M&A Transaction Coordinator 

    Learn more about Katelynn

  • What do I need to provide?

    The more information we have on the selling practice, the better recommendations we can provide.

  • How is SRG Different?

    We know your industry and have worked on these types of projects dozens of times. And, we have the resources and strategies to help you, saving you time and money. This is the experience we bring to each client's project. 

    We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely solution as the industry changes.

    We are neutral. We are not affiliated with a broker-dealer or custodian and can provide the advice that is best for you. We also pride ourselves on service - providing high-touch, high-quality solutions to our clients.

  • How do I get started?

    Contact us in your preferred method to get started. 

    (503) 427-9910

    Schedule a Call

     

Frequently Asked Questions

  • What is Acquire Edge?

    Acquire Edge is designed with the buyer in mind. We work with the buyer in an advocacy position to help them craft the best offer and win the deal. We work with them at every stage from forming an informal opinion of value to financial analysis to writing an offer.

  • Who is Acquire Edge for?

    Acquire Edge is for any buyers who are working with a particular seller and would like some extra support in their corner to seal the deal.

  • Who should engage for Acquire Edge?

    The potential buyer would engage for the Acquire Edge service.

  • What do I receive if I engage

    You will receive unlimited one-on-one consulting through Zoom, telephone call(s), and emails. You will also receive an informal valuation, cash flow modeling, a customized offer letter, checklists, and any other resources needed to complete the deal.

     

  • What do I need to provide?

    The more information we have on the selling practice, the better recommendations we can provide.

  • How is SRG different?

    SRG focuses solely within the financial services industry.

    We strive for excellence and as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.

    We are neutral. We are not affiliated with a broker-dealer or custodian.

  • How do I get started?

    Contact us in your preferred method to get started!

    (503) 427-9910 

    Info@successionresourcegroup.com

    Schedule a Call

Schedule an Appointment

Talk With Our Business Development Team to Learn More

Schedule an appointment to learn more about our AcquireEdge service.

SCHEDULE CALL