We can help you complete a deal. Where are you right now in your process?
Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:
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.
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...
Based on a recent survey conducted by the FPA, 73% of all advisors lack a formal succession plan.
Despite the graying industry and complete lack of planning, finding a seller is still challenging. After years of working with successful and unsuccessful buyers, Succession Resource Group introduces the comprehensive four-part educational seminar series designed to inform, educate, and prepare interested buyers to find and close (more) deals.
Please contact Nicole Sinclair at
e: nicole.sinclair@successionresourcegroup.com
p: (503) 427-9910 ext. 1302