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
Aliza-Perry

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.