Deal Sourcing

An acquisition is the fastest way to grow your business. However, finding a business to purchase can be difficult and take time. SRG has the expertise to help make this process as fruitful as possible. If you are serious about finding a practice to acquire we can help.

Buyer Profile Program

SRG’s Buyer Profile Program is a passive no-cost solution that allows Succession Resource Group to maintain an active and comprehensive profile of your business and interest. It is designed to help you acquire financial services practices and stay informed of opportunities in your selected areas.


Seller Workshops

SRG works directly with you to host a Succession Workshop where our nationally renowned consultants will speak at the event on a topic designed to attract the right audience. We also work on the development of target list, customization of invite, coordination for mailing/printing/RSVPs, and provide assistance throughout the process.

Please contact Nicole Sinclair at Succession Resource Group for more information on how we can help you host your next event.