Sellers

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Buyers

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MyCompass

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.

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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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2 min read

Best Practices: Creating a Business Death/Disability Plan

By David Grau Jr. on Mar 5, 2020 2:34:29 PM

What would happen to your business, your clients and the value of the company, if something where to happen to you suddenly? Do you have a plan and systems in place to ensure your business will carry on until you return? Or, a plan to ensure the business continues under someone else’s leadership if you cannot return?

Topics: advisor Maximizing Your Practice's Value financial advisors David Grau Jr Death & Disability advisors building value Contingency Planning & Death/Disability Planni SRG Blog Succession Resource Group
3 min read

Succession Planning Help Is On The Way

By David Grau Jr. on Dec 19, 2019 10:20:37 AM

Change is hard. No one likes it. So it is no surprise that so many advisers avoid the subject of succession planning. Both a Cerulli Associates study and polling by the Financial Services Institute found that almost 60% of advisers have not yet identified a successor. Yet every year more advisers get closer to their inevitable transition. An estimated $2.3 trillion in assets is controlled by advisers over the age of 60.

Topics: advisor selling Succession Plan David Grau Jr Succession Resource advisors InvestmentNews SRG Blog Succession Planning Succession Resource Group
3 min read

9 Tips to Prepare Your Business for Sale

By David Grau Jr. on Mar 2, 2015 12:18:48 PM

Depending on what source you look at, the average age of an advisor in the financial services industry is anywhere from 51-57 years old. While that would typically leave plenty of time until the average age of retirement, the average age of an advisor selling their business is much younger, most often occurring near age 59. This is due in large part to the long-term seller involvement that is ideal in the sale of a professional services business, ranging from as low as 12 months to as long as 5 years. While you may not sell your business, you will leave this industry – planned or unplanned. The better prepared you are for your eventual transition, the happier your clients will be with the process, and the more you are likely to get out of it (financially and emotionally).

Topics: advisor Erik Pahlow Grau Sale Acquisition Building Value/Business Valuation financial advisors Sellers Succession Plan valuation David Grau David Grau Jr Pahlow advisors buyer prepare for sale SRG Blog Succession Resource Group

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