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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

Getting the Most Value Out of Your Business

By David Grau Jr. on Mar 5, 2020 2:35:19 PM

Developing a succession plan is a great tool to ensure your business continues to grow while you eventually work less and begin to realize the value of your business. But, a key piece of developing a plan for you and your business is having the right successor. For some, this person may be an existing employee or junior partner, but for the majority, the solution is to find a peer to sell the business to. The sale often involves a long-term gradual work-out period providing you with an exit strategy that lets you leave your business on your terms. So, where do you find a succession partner? And how can you do it with paying a hefty commission to a broker? Read on.

Topics: Acquisition Sellers Succession Plan Blog
2 min read

Secrets to a Successful Succession

By David Grau Jr. on Feb 27, 2020 11:44:43 AM

Great article from Matthew Halloran on succession planning. He makes 10 good suggestions for buyers/sellers to be thinking about, here is a quick summary:

Topics: Succession Plan Blog
2 min read

Create a Simple Succession Plan

By David Grau Jr. on Feb 27, 2020 11:38:04 AM

Every business and client base is unique. But, there are some common core elements for advisors to consider if they want to begin developing a succession plan or internal ownership track for the next generation. We have seen and developed a wide variety of plans for our clients and know it's easy to get bogged down in the details or let these types of plans become overly complex and “die on the vine.” Our recommendation? Start planning sooner rather than later, and keep it simple.

Topics: Succession Plan Blog
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: Succession Plan Contingency Planning & Death/Disability Planni Blog
2 min read

Intrapreneur or Competitor?

By David Grau Jr. on Feb 27, 2020 11:34:56 AM

What should you do when one of your key staff comes into your office and tells you they are resigning to go start their own competing business? The simple thing most of would do is to take their resignation and call them a Judas. But, consider an alternative. When your key executive has that entrepreneurial spark and an idea, try harnessing it to your advantage!

Topics: Succession Plan Blog
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

What to Expect When You Sell Your Business

By David Grau Jr. on Dec 19, 2019 5:59:41 PM

Selling a business, in any industry, is a major endeavor with far reaching implications for a wide variety of stakeholders. The first question for most owners is timing - "When should I sell my business?" This is both a personal and financial decision. If your intent is to sell to an internal successor you have or will groom, you will need significantly more time and resources than a sale to a peer/competitor. Internal transitions should start planning at least five years prior to the owner's planned retirement, where a sale to a peer might only require 3 to 5 years of transition time for the optimal results (from start to finish). Regardless of who you sell to, and when you decide to do it, here are a few important items, that if you keep in mind throughout the process, will produce a better result for everyone:

Topics: Building Value/Business Valuation selling Succession Plan Blog
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
4 min read

Top 10 Tips: Succession Planning for Insurance Agencies

By David Grau Jr. on Dec 18, 2019 2:49:51 PM

After witnessing hundreds of agency leadership transitions, whether it's planned, forced, tragic, or amicable, change in leadership is always difficult. You may think you have all your ducks in a row, then one will fly off on you. Here’s some help finding what could work for you:


Topics: Succession Plan Blog
5 min read

Maximum Sales Value: The Role of Compliance in the Great Advisor Cash Out

By David Grau Jr. on Apr 4, 2016 2:45:57 PM

This article was originally published by the National Ethics Association and E&O for Less on February 26th, 2016 and written by Harry J. Lew, NEA Chief Content Officer.

Topics: Succession Plan David Grau Jr Harry J. Lew Blog