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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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Photo - Aptin

Valuation Analyst

Areas of Expertise:

  • Business Valuation for Transactional Purposes

  • Financial Modeling

  • Financial Benchmarking




Ary Aptin

Valuation Analyst

Ary Aptin is an experienced Valuation Analyst specializing in business valuation services to small and medium-sized, privately held companies. He brings over 22 years of business appraisal and valuation consulting experience to SRG.

Prior to joining SRG, Ary was an independent practitioner working closely with thousands of business owners, CEOs, CFOs, and their trusted advisors to value companies in a wide range of industries, primarily for transactions, succession planning, and shareholder/partner buyouts. Prior to that, he provided business valuation and sell-side M&A advisory services in Citigroup’s middle-market M&A division.

Ary earned his Bachelor’s degree in International Business from San Diego State University. He is also credentialed as a Certified Valuation Analyst (CVA) by the National Association of Certified Valuators and Analysts (NACVA).

Fun Facts: Ary lives in Irvine, California with his wife and daughter. He enjoys spending time with his family, traveling to new places, reading, hiking, and keeping up with global events. He has traveled to over 30 countries and has a passion for learning and experiencing other cultures.