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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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5 min read

Making Sense of the Great Resignation

By David Grau Jr. on Apr 28, 2022 8:47:14 AM

The pandemic has not only upheaved our personal lives over the past year and a half but it is doing the same to our professional lives as well. The U.S. Bureau of Labor Statistics reported that 4.3 million Americans (2.9% of the entire workforce) quit their jobs in August. This is another record-breaking month after the previous record-breaking months. At the end of July, there were 10.9 million open positions in the U.S. In a survey conducted by Morning Consult for Prudential in mid-September, they found that 46% of full-time employed U.S. adults were either actively looking for or considering a new job search. Why have so many workers decided to forge a new path and call it quits with their current employer? And what does it mean for small business owners?

Topics: great resignation
4 min read

What You Need to Know About the FINRA Rule

By David Grau Jr. on Apr 25, 2022 6:25:16 AM

On August 24, 2015, the SEC implemented FINRA Rule 2040. This rule is related to whether and how people who are not registered as broker-dealers can receive compensation that derives from financial transactions.

Topics: finra
5 min read

The Impact of Regulation Best Interest for Brokers-Dealers

By David Grau Jr. on Mar 31, 2022 7:54:46 AM

On June 5, 2019, a new set of regulations from the Securities and Exchange Commission (SEC) was introduced. The package aims to “enhance the quality and transparency of retail investors’ relationships with investment advisers and broker-dealers, bringing the legal requirements and mandated disclosures in line with reasonable investor expectations, while preserving access (in terms of choice and cost) to a variety of investment services and products.”

Topics: regulation bi
5 min read

Financial Services and Other Employee Benefits

By David Grau Jr. on Mar 23, 2022 12:23:03 PM

As any employee knows, there’s more to hope for at a job than just the salary. One of the biggest factors of whether or not someone will accept an offer is the benefits package. These are the things that help them feel supported in ways beyond their paychecks, and they can have a huge impact on employee experience.

Topics: financial services employee benefits
6 min read

How to Determine Your Business Valuation

By David Grau Jr. on Mar 18, 2022 8:31:07 AM

As a business grows and develops, there may come a time to consider selling it. You might even be approached with an offer. And while plenty of owners decide they are happy to continue forward at full steam, there are good reasons to think through all the options.

Topics: Valuation
5 min read

What You Need to Know About Income Valuation

By David Grau Jr. on Mar 10, 2022 2:25:23 PM

While it is easy for publicly traded companies to know their valuation, only around 1% of businesses are traded on the public market. All the rest are privately held, and for them, the prospect of knowing how much their companies are worth is far more challenging.

6 min read

Asset Valuation Methods: The Different Methods and Roles

By David Grau Jr. on Mar 1, 2022 4:27:38 PM

As much as we would like to just balance our revenue and expenses, there are a lot of reasons for businesses to know their valuation. To understand your business valuation, you need to determine the value of all of your assets — things like the fair market value of company stocks, fixed assets like buildings or equipment, and intangible assets like brand recognition or customer lists.

7 min read

How Does Equity Compensation Work?

By David Grau Jr. on Feb 22, 2022 4:00:35 PM

Companies offer a wide range of employee compensation methods. Generous salaries, healthcare plans, and PTO are among the most common, but many companies also offer compensation that doubles as an incentive for high performance and long-term commitment. Equity compensation is just one example — but it takes a lot of different forms that are worth exploring.

Topics: Equity Compensation
5 min read

The Challenges in Succession Planning and How to Avoid Them

By David Grau Jr. on Feb 15, 2022 1:44:00 PM

Outlining strategic objectives and planning for the company’s future with a solid succession plan are both tasks that every business owner should undertake at some point. However, simply doing it doesn’t guarantee a successful transition plan; succession planning poses many challenges and potential pitfalls of which financial advisors need to be aware.

Topics: Succession Planning
5 min read

7 Steps to Successful Succession Planning

By David Grau Jr. on Feb 8, 2022 3:01:23 PM

 

7 Steps to Successful Succession Planning

The exact details of a succession planning process are determined by the size of the firm and the urgency with which successors need to be chosen. With an aging workforce, the need for speed is greater. It is less pressing when key positions are filled by younger executives.

Topics: Succession Planning

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