Health Plans: 100% of Employee Medical/Dental Insurance/Vision
We can help you complete a deal. Where are you right now in your process?
Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:
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.
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...
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.
Culture is incredibly important in any organization. These values represent ours.
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.
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.
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.
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.
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/Vision
2 weeks paid time off, including holiday pay, birthdays and work anniversaries off
Happy Hours
Paternity/Maternity Programs
Free Parking
401k participation
Remote Work Environment
Annual Company Sponsored Trips
Annual Bonuses
Submit your resume and the name of the position you're interested in to: careers@successionresourcegroup.com
Below is a list of the positions at SRG. See something you're interested in? Submit your resume via email to: careers@successionresourcegroup.com
We are a growing business and always looking to strategically hire the right team members, so if you have an interest in a position, or just generally about exploring a role with SRG, we encourage you to reach out to us.