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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

Building a More Valuable Practice - Tip #4

By David Grau Jr. on Jan 13, 2020 4:23:10 PM

AGE MATTERS

Age matters – we all hope it doesn’t, but the reality is that the age of your clients and their corresponding assets can have a drastic effect on the value of your business. An aging business is a dying business in the eyes of a buyer who is considering the long-term buying potential of the your book of business. One of the most important things to increase the value of your business, and one of the most difficult items to change, is the age of your clients and the amount of multi-generational planning that takes place in your company.

Topics: age matters Erik Pahlow Maximizing Your Practice's Value Building Value/Business Valuation financial advisors valuation valuation expert Building a valuable practice David Grau Jr FA CMA Valuation Maximizing Potential advisors age of clients Asset Growth building value SRG Blog Succession Resource Group Valuation Tip

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