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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srg_team
Portland

Careers

Who We Are:

We are building a team of like-minds who aren't afraid to push the boundaries of what's possible. Together, we work hard, collaborate, lift one another up, and challenge each other to be the most successful consulting organization serving financial advisors in the B2B space nationwide. 

 

Our Values

Culture is incredibly important in any organization. These values represent ours.

  • Employee First

    Our foundation and culture are based on our company values - take good care of our employees and they will, in turn, take good care of our clients.

  • Excellence

    Our moto - get shit done and have fun doing it. We are inspired by a compelling purpose - we get to help businesses grow and transition to the next generation of leads.

  • Integrity

    We are a young and fast-growing company, dedicated to our craft and focused on providing customized solutions, exceptional customer service, and high quality products to our clients.

  • Teamwork

    Our success is not a matter of luck; it’s a result of our brand reputation in the verticals we service, our technical expertise, and exceptional people coupled with our unparalleled focus on customer service.

 

Benefits we offer

We believe wholeheartedly that taking care of our team is one of the most impactful things we can do. That's why we offer outstanding benefits.

Health Plans: 100% of Employee Medical/Dental Insurance 

2 weeks paid time off, including holiday pay, birthdays and work anniversaries off

Happy Hours

Paternity/Maternity Programs

Free Parking

401k participation 

Lunch & Snacks

Annual Company Sponsored Trips

Annual Bonuses

 

Open Positions

Select from the departments below to see our openings.