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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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14 min read

The True Power of Succession Planning — A Retirement Readiness Guide

By David Grau Jr. on Jan 11, 2024 8:37:51 AM

Building a successful independent financial advisory firm that can support the firm’s key stakeholders is a significant accomplishment. But building a successful firm is the first milestone, not the end of the journey. Once the firm is established and stabilized, the next milestone should be to create a sustainable enterprise. This goes beyond figuring out the service and pricing model, attracting and retaining loyal clients, solid branding, and a trustworthy reputation.

Topics: Equity Compensation Succession Planning Equity Sharing
11 min read

Employee Retention Guide for Advisors - 2024 ed.

By David Grau Jr. on Oct 13, 2023 2:04:08 PM

Strategies to Fortify Employee Retention and Minimize Advisor Turnover

In the fast-paced and competitive realm of financial services, the role of employee retention strategies has never been more critical for registered investment advisors. Independent advisors understand that retaining a skilled and dedicated team is as essential as acquiring new clients and expanding services. This article explores the multifaceted world of employee retention, providing insights into what the most effective advisory firms are doing today.

Topics: Equity Compensation employee benefits Equity Sharing Compensation Talent Retention
2 min read

Plan for the worst...Hope for the best

By David Grau Jr. on Feb 27, 2020 11:37:21 AM

At some point in your career as a small business owner, you will find yourself either needing or wanting a partner (I use the term "partner" in the loosest sense of the term). Whether it is for the purposes of adding/retaining talent, expanding your business and talent pool, sharing expenses, or building a succession/exit plan, finding someone to partner with in serving your clients is essential for businesses to survive for multiple generations.

Topics: Equity Sharing
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 Sharing