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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Exclusive Partner Content

AUM Accelerator Series 

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.

Watch Webinar Series »

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Questions?

Please contact Nicole Sinclair at 

e: nicole.sinclair@successionresourcegroup.com 

p: (503) 427-9910 ext. 1302

Schedule a Call