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Happy Customers, Clients, Partners

Here at Succession Resource Group, we work very hard to ensure we provide our clients with comprehensive resources, thoughtful advice & recommendations, as well as quality service throughout a project. The following are recent examples of what our valued clients are saying about their experience with us.

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All three people with whom I worked listened, responded and were eventually able to help me get through the sale of my deceased husband's and my practice. My husband and I were a team, I just was not licensed and part of the advice side. This contract negotiation proved to be an emotional process for me, after working together in our practice for 20 of the 42 great years I had with my husband. As I am at retirement age, this sale will make or break my later years, sorting this deal out to protect both me and my family and my business partner/his family, and our practice and clients was extremely important to me. The people at SRG were patient, did not rush me until I was able to make decisions following the death of my husband, then speed things up when I was ready! I am most appreciative of the help received from SRG.
Linda F.
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All three oeople with whom I worked listened, responded and were eventually able to help me get through the sale of my deceased husband's and my practice. My husband and I were a team, I just was not licensed and part of the advice side. This contract negotiation proved to be an emotional process for me, after working together in our practice for 20 of the 42 great years I had with my husband. As am at retirement age, this sale will make or break my later years, sorting this deal out to protect both me and my family and my business partner/his family, and our practice and clients was extremely important to me. The people at SRG were patient, did not rush me until I was able to make decisions following the death of my husband, then speed things up when I was ready! I am most appreciative of the help received from SRG.SRG was wonderful to work with. Very attentive & thorough! This was a new business endeavor for me/us, and they walked us through the process with care and patience. We appreciate all of the timely support!
Linda F.
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Exceptional service!
Holly N.
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SRG was wonderful to work with. Very attentive & thorough! This was a new business endeavor for me/us, and they walked us through the process with care and patience. We appreciate all of the timely support!
Carry S.
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Experience with SRG was great. I thought that the team was flexible in working with our specific goals and needs with the people in our organization. This process has made us better business owners and greatly helped us to bring things together. Look forward to working with the team in the future!
David H.
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David and Nicole were great. Proactive, patient, expert. At the end of the day I received exactly the product I was looking for.
John F.
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I am very grateful I used Succession Resource Group both for valuations and for Seller Advocacy. The services I received were professional, gracious, and very helpful. Results exceeded expectations.
Richard C.
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Very thorough analysis asking the for appropriate inputs. Valuation report provides good information to help me understand the driving forces for future valuations (when I decide to sell/retire). Looking forward to the debrief to enhance my knowledge.
Lancer E.
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SRG was incredibly helpful throughout the entire process. From the initial practice evaluation, screening of potential buyers, comparing and ranking of offers and the completion of purchase agreements and documents, we could not have asked for a more thorough execution from the team at SRG. Their guidance and diligence was invaluable in getting this deal done.
Rex B.
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From a buyer's stand point we felt SRG did a great job keeping us in the loop with where we were at in the process. We also felt SRG kept our interests, strengths, and weaknesses in mind when negotiating with the seller. In our case, the seller has a similar style and philosophy in working with clients so it's been a great match.
Nick F. & Jon L. (Buyer)
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Overall a very positive experience. The evaluation helped both interested parties determine what's at stake and better understand the capital needed for a potential partnership.
Scott S.
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SRG promised the moon and gave me the stars. Truly outstanding exceeded my expectations. They are great communicators. They followed through on every step and kept the momentum going.
Jennifer K.
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I had a very positive experience ... Erik P. was quite pleasant and knowledgeable.
Tom D.
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I liked the way Nicole Frey, Renata Hoeckel and Kristen Grau took the time to explain each aspect of the planning process. They were very patient with me.
Scott M.
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Thanks for the help in my time of need and your thoughts on how I could improve the value of my practice over time.
Aaron T.
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I did an internal succession and you did a great job of listening carefully to our issues and concerns. After that I really appreciated your expertise on what has/hasn't worked well with other similar type situations. We are very happy with our plan(it's a 14 yr buyout plan) and we look forward to having you help us down the road.
Kyle W.
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The Seller Advocacy service EXCEEDED my expectations. Throughout my career I have been through 6 buy/sell transactions and this was by far the smoothest, easiest and most professional of all. The SRG PEOPLE made the difference!!! Everyone involved were very PROFFESSIONAL and had EXCELLENT positive attitudes. They made me feel as my deal was the most important. The initial stage of Valuation metrics was easy and met my expectation. But the turning point was the amount of interested prospective buyers produced (85). We then whittled down the list to 13 that were closer to my metrics and then to 6 that I decided to meet with each twice. I liked all 6 Advisors. Next, you handled all the negotiations with the 6 buyers which was MASTERFUL, !!! WOW, I received offers from all 6 Advisors of which 2 were much higher than the valuation. It was like a bidding war! After choosing the final Advisor, the contracts were reviewed and signed. The contracts were excellent and had all the points for the buyer and seller. Nothing needed to change. The Seller Advocacy is a GREAT service !!! I am selling my house next spring. Please develop a Seller Advocacy service so we can list my house ! We still have time ! Thanks so much to to Erik, Kristen, Nicole, Kinsey, Renata !!!!!!
Rob K.
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The process was exceptional, and I had contacts form SRG the entire way. The intake/data questionnaire was thorough, and helped me think about the type of practice we have (with my business partner). I thought the intake phone call with Nicole was very, very helpful. My business partner, to who I am selling my 50% of the business, was also on the call. She showed good knowledge of the field and an understanding of the nuances of different practices. The final valuation makes good sense, and is backed by solid fundamentals about how assets are gained, fees earned, the age of the client base, retention issues, etc. Very well done. Certainly something we could not have done ourselves. Nice to have capable third party do this. An excellent value.
Craig P.
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I have used SRG in the past and was happy with past service so decided to use you again. Initially I felt the amount charged for the service was a bit excessive and was not sure if I would get that value but after working with Nicole Frey for past few months I am so happy I decided to pay the fee and go with SRG. Nicole's professionalism and knowledge of the industry was invaluable to me as a seller. I really do not know what I would have done without her helping me as we had many bumps along the way and each time she was able to help me sort through the challenge and get me back on track. She was excellent and represented SRG in the highest level possible. Even the attorney I hired had great things to say about her. Please express my gratitude to her!!!
Kerwyn E.
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We had established an aggressive timeline for our practice sale/purchase but were able to reach the goal with SRGs responsiveness and accommodative nature. We would not have reached the goal without them. They were very accessible throughout the process and always had time for us. I appreciated their professionalism, expertise and familiarity with the practices and terminology of our broker-dealer. A special thanks to Nicole and Erik.
April D.
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We have really enjoyed working with the SRG team. We have already recommended SRG to a few people and look forward to continuing to work with the SRG team on new projects that come up.
Austin Y.
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SRG handled our business valuation in a professional and speedy manner. All staff with whom I spoke were courteous, intelligent, and understood our industry. They were also flexible with my time schedule and allowed me to expedite the valuation during the busy holiday season. I am impressed.
Susan Y.
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Everyone was easy to work with. Very thorough.
Wendell W.
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Because of the emotional difficulties in trying to put a objective valuation on our financial planning business (especially after having just lost my husband), hiring your company to walk both parties (seller/buyer) through this process has been invaluable! And since the buyers, in my case, also worked with and were trained by my husband, I realized that this was something that I had to do for both our benefits. I am thankful I was referred to your firm and would definitely recommend you to anyone else walking this same road. Thanks again!
Kay S.