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It is that simple.


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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Project Administrator

Areas of Expertise:

  • Marketing
  • Events
  • Administrative

Aliza Perry

Project Administrator

Aliza is our Project Administrator, providing detailed support to effectively strategize, direct and monitor client projects to ensure SRG clients know what to expect, and when to expect it. Aliza graduated from Pacific Lutheran University, where she earned her Bachelor’s degree. Her determination and charisma for life propelled her through her professional career in communications, marketing, and events. In her previous professional role, she managed a national health and wellness company, allowing her to now bring some “Zen” to otherwise stressful situations. She has also led marketing departments for multiple corporations, so she also knows what to say and how to say it!

Fun Facts: She’s done ballet since the age of three. She’s danced with the Washington State Ballet Company and The Joffrey Ballet in New York City. She spends as much time as possible in the sunshine with her dog. Chocolate fanatic is an understatement. And, whenever she can, she loves traveling to Hawaii to visit her family.