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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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8 min read

Succession Planning and Management Process

By David Grau Jr. on Nov 10, 2021 9:11:25 AM

While financial advisors get paid for helping their clients make sound financial decisions and plan for retirement, they themselves are also faced with these same challenges in regards to their own practices. Premature death or accident are an unpopular topics under any circumstances, but nevertheless, they are subjects that need to be addressed so that loved ones and business interests are taken care of after death.

Topics: Succession Planning
5 min read

Powerful Succession Planning Tools You Need

By David Grau Jr. on Nov 5, 2021 3:00:40 PM

The creation of a succession plan for your business should not be considered an optional exercise. It’s a task that owners and executives must complete for the sake of their employees and shareholders. Think of it in terms of establishing a legacy for yourself.

Topics: Succession Resource Succession Planning
6 min read

Acquisition Lending to Help Your Business Expand

By David Grau Jr. on Oct 6, 2021 2:52:24 PM

Expansion through acquisition looks great on paper, but there are a lot of moving parts to address before it can become a reality. The most obvious question is, “Where is the money going to come from?” There are a series of steps required before this can be answered.

Topics: acquisitions
8 min read

Succession Planning 101: Steps and Processes

By David Grau Jr. on Jul 13, 2021 2:05:03 PM

All businesses, regardless of type and size, have an organizational structure that determines how the company is managed on a daily basis. While they may have all the right advisors in place for the current state of the business, it is important for organizations to make sure they have a plan in place to keep the business thriving long-term, regardless of who is at the helm. Succession planning, as both a concept and a strategy, establishes a framework for identifying and developing next-gen talent to replace the founder when she/he exits the business.

Topics: Succession Resource SRG Succession Planning Succession
10 min read

Selling a Book of Business for Financial Advisors

By David Grau Jr. on Jun 29, 2021 11:08:20 AM

There are multiple reasons to believe that the number of mergers and acquisitions in the wealth management space will be high in the next five to ten years. To start with, over 50% of active financial advisors are over age fifty. Many of them will be looking for an exit strategy. Combine that with the fact that very few advisors have a succession plan and the increased deal volume year-over-year recently and it is reasonable to expect more consolidation short and long-term.

Topics: Seller Building Value/Business Valuation building value
6 min read

Three Traditional Approaches to Valuation Methods

By David Grau Jr. on Jun 17, 2021 4:01:52 PM

There are a wide variety of methods and approaches that can be used when determining the value of a financial services business. There are three valuation methods that are commonly considered. In many instances, one of these valuation methods may suffice, but depending upon the circumstances, it can be beneficial to use a combination of these valuation methods to achieve a detailed and accurate representation of the firm’s fair market value.

Topics: Valuation
5 min read

The Complete Guide to Understanding M&A Valuation Process

By Kristen Grau on Jun 9, 2021 2:24:41 PM

Over the next 10 years, 4.5 million businesses with over $10 trillion in value will transition into new hands via mergers and acquisitions. A major source of this shift is the retirement of baby boomers - 10,000 of whom turn 65 every single day. It is therefore more important than ever that business owners keep a pulse on their valuation, and to value their businesses annually. This can help business owners identify weaknesses in their business, make better financial decisions, and provide them with an opportunity to implement informed strategies for improvement moving forward (among other benefits). Not only will valuations help business owners run their business better in the short term, understanding the value of their firm will help them be prepared to sell the business and understand what it is worth when the time comes.

5 min read

M&A Support: What, When, How, and Why

By David Pan on May 18, 2021 2:53:00 PM

Mergers and acquisitions are team activities. Surgeons don’t go into the operating room without nurses and anesthesiologists. Business owners shouldn’t enter into an agreement to sell or merge their business without M&A support.

Topics: Blog mergers & acquisitions
5 min read

6 Major Cost Considerations to Sell Your Business

By Kristen Grau on Nov 23, 2020 4:55:06 PM

Selling your business is not only a difficult decision to make, but it can often be a costly one if not done correctly and objectively. And while the particular path you choose for your exit will inevitably vary, it is important to understand who will help you in that process, in what capacity, and what responsibilities you have as an owner. If you are thinking of selling your business or planning to sell in the future, here are the costs you should consider.

Topics: Blog
12 min read

Mergers and Acquisitions 101: M&A for Financial Advisors

By David Grau Jr. on Nov 18, 2020 2:50:09 PM

What Exactly Is M&A?

The term "mergers and acquisitions" (M&A) broadly refers to the process of one company combining with another; however, the method and legality of how these terms are processed are slightly different.

Topics: Acquisition Blog

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