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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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4 min read

Acquiring a Financial Practice? Avoid These Common Points of Contention

By Succession Resource Group on Mar 17, 2023 12:21:33 PM

For anyone who has siblings, or is raising siblings, you might be familiar with the “Fair Share” tactic. Two siblings are told to share the last cookie in the jar. One sibling is tasked with splitting the cookie, while the other gets to choose which half of the broken cookie is theirs to enjoy. Doing so ensures that each sibling gets a fair share of the treat, despite their personal interest, with minimal bickering in the end.  

Topics: Mergers and Acquisitions Building Value/Business Valuation acquisitions Buying & Selling Valuation
6 min read

How to Determine Your Business Valuation

By David Grau Jr. on Mar 18, 2022 8:31:07 AM

As a business grows and develops, there may come a time to consider selling it. You might even be approached with an offer. And while plenty of owners decide they are happy to continue forward at full steam, there are good reasons to think through all the options.

Topics: Valuation
6 min read

Three Traditional Approaches to Valuation Methods

By David Grau Jr. on Jun 17, 2021 4:01:52 PM

There are a wide variety of methods and approaches that can be used when determining the value of a financial services business. There are three valuation methods that are commonly considered. In many instances, one of these valuation methods may suffice, but depending upon the circumstances, it can be beneficial to use a combination of these valuation methods to achieve a detailed and accurate representation of the firm’s fair market value.

Topics: Valuation