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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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David Grau Jr.

David Grau Jr.


Recent posts by David Grau Jr.

4 min read

Financial Modeling for Mergers and Acquisitions

By David Grau Jr. on Jan 25, 2022 11:25:42 AM

Merger and Acquisition Modeling

Prior to an acquisition or merger, a merger model (a type of financial modeling) will be used to analyze the combination of the two companies in a proposed deal. The primary objective of M&A modeling is to determine how the acquisition may impact the earnings per share (EPS) of the acquiring company, and how this EPS would compare with others in the same industry. However, M&A models can offer deeper financial insights in any given deal. The financial insights and projections arrived at within the model can help inform whether or not to proceed with a merger or acquisition.

Topics: mergers & acquisitions
4 min read

M&A Strategy and Its Alternatives

By David Grau Jr. on Jan 18, 2022 11:06:00 AM

What is Merger and Acquisition Strategy?

Before pursuing a merger or acquisition (M&A), there must be some reflection on how a business intends to leverage an M&A to meet its business objectives. Merger and acquisition strategy allows a business to set a group of parameters to consider and assess to identify M&A opportunities and then determine the viability and value creation potential of any deal.

Topics: M&A
4 min read

Everything You Need To Understand Liquidation Rights

By David Grau Jr. on Jan 12, 2022 8:02:06 AM

Liquidation rights, also known as liquidation preferences, are a key element in contract negotiations for mergers and acquisitions. They determine who gets paid and when should a company choose to sell or liquidate all its assets.

Topics: liquidation
6 min read

How Technological Advances are Revolutionizing the World of M&A

By David Grau Jr. on Dec 22, 2021 7:16:51 AM

As a small business owner, you are a go-getter with a well-thought-out plan for your company. The opportunity to grow and expand your company via acquisition and innovative marketing efforts is the next logical step in your plan. Or do you prefer a different path?  One that involves more sand between your toes and less ink on your fingers. You are ready to pass your small business onto the next generation and shift your focus to more relaxing endeavors. But there is so much involved in the process of buying and selling businesses. The integration of technology innovations in the world of mergers and acquisitions (M&A) is striving to revolutionize M&A deal-making processes. 

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

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