Sellers

We can help you complete a deal. Where are you right now in your process?

Buyers

Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:

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.

JOIN MYCOMPASS

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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Acquire. Finance. Excel.

Let's Grow Together

 

 

 

Where are you in the process?

Sellers


I am looking for a buyer

I am working with a buyer

Interested in acquiring?

Complete our buyer profile in MyCompass to be express interest on listings and start growing your business. 

 

JOIN MYCOMPASS

myCompass Buyer Program

Whether you’re a team of 1 or 100, SRG’s open market of seller listings is at your fingertips in myCompass. 

 

Sign up for a free membership

Sign up for a free membership on myCompass. As a member you can create a buyer profile, view listings, download seller prospectuses and express interest.


Create a Buyer Profile

The next step to acquiring one of the seller listings is to create a buyer profile.


Express Interest

Find a listing and express interest. You will be unable to express interest on a listing without first completing a buyer profile and keeping it updated yearly.


Make an Offer

Meet, negotiate and make an offer on one of the many seller listings offered through SRG.

SIGN UP TO BECOME A BUYER!

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Buyers

Previously had a Profile? 

We have your past buyer profile in our records. To access your past profile - create an account on MyCompass and we will email you with next steps to authenticate your account.

Access Your Buyer Profile

 

Telephone

Need Consulting?

Our expert consultants are ready to help with all your acquisition needs. Our services assist buyers in acquiring practices in multiple capacities.

Learn More about Consulting Services

Money

Looking for a Lender?

We work with a wide vary of lenders to help you get the funding you need in a timely manner and ensure that you are connected with the appropriate industry experts to make the process streamlined.

Find a Lender

 

Frequently Asked Questions

  • How much does SRG's Buyer Profile cost?

    SRG’s Buyer Profile is 100% free. The only time you’ll pay SRG is if/when a deal closes, you would be responsible for our success fee.

  • What is the process? How does it work?

    Create a free membership through myCompass > Submit Your Profile > Await Notification >
    Matching Process > Introduction >
    Offer Letter > Due Diligence > Contracts.

  • How long does this process take?

    Depending on the size of your practice and search criteria, some of our buyers receive notification within a week of submitting their Buyer Profile, while others may wait longer. The good news is, until you close a deal with us, you won’t incur any fees.

  • Will I receive regular updates?

    Yes, SRG will update you on new practices for sale in areas of your interest. SRG will also inform you whether you are a good match if you show your interest in a particular listing.

  • Are you similar to other listing sites?

    No, unlike Succession Link and FP Transitions, we do not use an online eBay style listing approach. All of our sellers have been vetted and are 100% serious about finding a buyer. We’ll use your buyer profile to initially decide if there is a fit based on the seller’s criteria so we don’t waste anyone’s time, and if there is a potential fit, the rest of our communication process is personal and hands on as we work with you and the seller to hopefully get a deal done. With SRG, there are no online inquiries to bogus listings that you never hear from.

  • Is my information confidential?

    Your information is 100% confidential. We do not sell or share this information with anyone, including a seller, until you give us the go-ahead.

Stress-free way to acquire

No hidden fees. Succession Resource Groups Buyer Program is free to be a member. Buyers who close with SRG only pay once they have closed and funded a book of business.

SIGN UP TO BECOME A BUYER!