David Pan

[Webinar] Effective Strategies to Exit Your Business

Whether you plan to slow down and retire now or in the next 5-10 years, this session will discuss the two most effective exit strategies for founders wanting to sell to their internal successors, the most popular exit strategy for advisors considering a sale to someone outside their practice, and the two most common succession […]

Succession Resource Group Ranked in Oregon’s Top 100 Fastest Growing Companies by Portland Business Journal

Download PDF » Portland, Ore. (July 10, 2019) – Succession Resource Group, Inc. (SRG), a Portland-based succession consulting firm, is proud to be ranked as one of Oregon’s fastest-growing private companies in the Portland Business Journal’s top 100 list, ranking #62. This is the second time SRG has been given this award in the last five […]

[Webinar] Succession: The One Thing

Practice valuations are at records levels driven by strong market conditions and significant buyer demand. It should be assumed that when an advisor wants to retire, they will get a great value, great payment terms, and have numerous successors to choose from. Yet most advisors get a fraction of what they are worth, and never […]

The Must-Know Items When Buying or Selling a Practice

Following up to the most recent article, 6 ‘Must-Know’ Items When Selling Your Practice, published by ThinkAdvisor featuring commentary from David Grau Jr., David will share and elaborate on the must-know items for buyers and sellers, and why they are critical to know. The fast-paced 15-minute session will cover: Why selling doesn’t mean retiring Why […]

Succession Resource Group Expands Partnership with PPCLOAN

Download PDF » Portland, Ore. (April 29, 2019) – Succession Resource Group (SRG) announced their expanding strategic alliance with PPCLOAN, jointly providing no-cost consultation at all the major RIA conferences in 2019. This initiative is based on two key trends in the marketplace: Based on SRG deal data from 2018, almost three-quarters (73%) of all deals […]