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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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7 min read

What is Phantom Equity and How is it Used?

By David Grau Jr. on Jun 14, 2022 6:47:46 AM

As an incentive to motivate hard-working key employees, private employers can issue phantom stock, also known as “shadow stock,” as equity compensation. While the value of these phantom shares will rise and fall in line with the company’s stock, the employee will not gain any actual ownership over the company or minority shareholder rights.

Topics: Equity Compensation
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
2 min read

Intro to Equity Sharing - Best Practice for All Company Sizes

By David Grau Jr. on Dec 20, 2019 11:18:09 AM

As a business professional, I have no doubt you have met a colleague or two that has told you all about the horrors of having business partners. I too have heard these stories, and they are vivid reminders about the weight these types of decisions should command. With that as my disclaimer, I want to share with you some of the benefits of having junior partners and go beyond the obvious potential benefits like collaboration, sharing work, infusion of capital, or synergies.

Topics: Equity Compensation Succession Plan Blog
3 min read

Leveraging Your Growth: Equity Compensation Strategies for Advisors

By David Grau Jr. on Mar 15, 2016 9:50:27 AM

Most financial advisors are aware that a succession plan is important to their business and clients. Based on the last study done by InvestmentNews in 2012, 94% of respondents acknowledged the need for a plan, yet only 7% of those respondents actually had a plan.

Topics: Equity Compensation Succession Plan Blog