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Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.

Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.

It is that simple.


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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2 min read

Ensure a Seamless Experience with SRG's myCompass Platform: A Financial Advisor's Guide

Jul 25, 2023 3:53:31 PM

If you follow us on social media or are a subscriber to our monthly newsletter, you’ve heard about the most recent update to our one-of-a-kind client servicing platform, myCompass. Our latest and largest expansion now facilitates all services that SRG provides to clients, ensuring a streamlined and secure experience. Since these updates are still fresh, let's dive into the benefits of myCompass and how it can take your projects with SRG to the next level.

Streamlined Communication and Collaboration 

Say goodbye to endless email threads and scattered documents. With myCompass, you can streamline communication and collaboration within all our service projects. All your important info, files, and updates are right there in one central platform. That means you can easily collaborate with owners and project managers, making the experience smoother and more efficient. Finally, no more searching through your inbox for that one important document!

Enhanced Visibility and Accountability 

With us, transparency is key! myCompass offers a clean and intuitive dashboard that gives you real-time visibility into the progress of your projects. You can track milestones, keep an eye on key performance indicators, and make sure all involved are on top of tasks. This visibility allows both you and your SRG project manager to spot potential roadblocks early on and address them to ensure a smooth experience. 

Secure and Centralized Data Management 

We know how much you value data security, and myCompass has your back! This nifty platform keeps all the confidential information safe and sound in one secure place. Financial records, legal documents, and those top-secret plans are locked up tight, protected by top-notch security measures. No more fretting about data breaches or misplaced papers. You can breathe easy knowing that your sensitive information is in good hands with us.

Personalized Profiles for Your Advisory Practice

Let's get personal! With myCompass, you can create personalized profiles with the ability to make regular updates to the ebbs and flows of your business. Doing so can keep you well-positioned for potential acquisition opportunities as well as reduce work for repeat services such as our annual valuation program.  

With SRG’s myCompass platform, you have the power to revolutionize your business needs in one intuitive place. Streamline communication, boost visibility, ensure data security, and personalize the project management process with this awesome tool. 

Topics: mycompass