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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Applications Engineer

Areas of Expertise:

  • Software engineer
  • Web development
  • System management
 

Cliff Weiler 

Applications engineer

Cliff is the Software Application Engineer for Succession Resource Group. Working closely with our management team and product designer, he owns the software development of our client service delivery platform as well as our internal applications and websites. He comes to the team's rescue and supports our technical and troubleshooting needs.

Cliff earned his bachelor's degree in Graphic Design from Indiana University South Bend, and has spent his career in web development for the last 20 years. Prior to SRG, Cliff worked for Trilithic, a company that designed testing and installation equipment for the cable industry, supporting both the sales and marketing departments. He's excited to continue to grow in his career with a new beginning in the financial industry.

Fun Facts:
Cliff grew up on a farm and now lives with his wife & 2 children in Indianapolis, Indiana. He was a 4 year collegiate basketball student-athlete and now a weekend warrior. He loves to take bike rides & nature hikes with his family & attend live concerts with his wife. He's active in his faith, striving towards race unity, and is an avid researcher. Cliff loves to work in his garden to grow his own food as he eats primarily a plant-based diet.