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...

Continue Reading »

srg_team
Deal_Support_Header-1
Deal Support

Field-Tested
Advisor-Approved

Deal Support for Financial Services Professionals

Complete your deal quickly, efficiently, and with maximum synergy between both parties. Our team of dedicated experts will guide you through all facets of your deal, from compliance and financing models to tax considerations and contracts. We will provide the guidance,  perspective, and resources you need to complete the deal and find a win-win for all parties.

Our goal for every client is to ensure they have the ability to make every decision with full information and to get the deal done right the first time.

Deal Support Key Features

Expertise

Whether this is your first acquisition/sale, or you are a seasoned professional working on another deal, if you are seeking support for a deal, in a collaborative format, SRG's turnkey deal support services will help you get the deal done.

Best-in-Class Resources

After years of working in M&A with advisors and broker-dealers, SRG has created and evolved the industry's most robust and easy-to-use resources to get deals done.

SCHEDULE CALL

Service at a Glance

Our deal support services for financial advisors will ensure a smooth transition for all parties involved, providing you the resources and expertise needed to get the deal across the finish line.

  • What's included?

    Our deal support service includes:

    • One-on-one consulting with in-house experts (for our Premium and Elite solutions)
    • Customized contracts, specific to our industry, to complete your transaction

    Depending on the level of support and service needed, our team of experts can help guide you through the transaction, providing resources and guidance, or simply provide the agreements you need for the deal you've negotiated.

  • How long is the process?

    The turnaround for this service tends to be driven by you — as the buyer and seller. To ensure a successful deal and transition, we do not believe in rushing the process; however, we can generally provide you complete contracts within 15 calendar days.

  • How to get started?

    Fill out our contact form, call us, or schedule a call.

    (503) 427-9910

    SCHEDULE CALL

Deal Support Testimonials
Nothing but great things to say about SRG! They have their process down and they have made a complex business transition as smooth and seamless as possible. All I can say is THANK YOU!
— Laurel R.
We had established an aggressive timeline for our practice sale/purchase but were able to reach the goal with SRG's 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.
— April D.
Aside from managing your clients' assets, transitioning your book of business is as important a decision (...) you will ever make. SRG allowed me to get a view of my book of business that would never have been possible without them. I can say without a doubt that SRG gave me and the buyer confidence that we both were getting a fair shake. I would recommend them to anyone.
— Jason R.

Pricing

Starter Premium Elite

$ 5,500
$ 6

$ 8,000
$ 7

$ 12,000
$ 29
Features
Non-Advocacy Support
Our team will work with both parties to negotiate and finalize the deal in a neutral, non-advocacy capacity.
Industry Specific Form Agreements
SRG will provide you a form contract tailored for your needs based on the information we gather from you.
Contract Revisions
We know it's hard to think of everything on the first try. Each package receives at least one contract revision to ensure the final product is exactly what you need.
1 Revision
2 Revisions
3 Revisions
Industry Specific Questionnaire
Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs.
Single Point of Contact
You will be assigned your team based on several factors, such as package, availability, and complexity of your project.
Consultation Call(s)
Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects.
7 Calls
10 Calls
Cash Flow Model
Our model is designed to illustrate how the deal cash flows based on the terms of the deal, as well as expense and tax decisions.
Industry Resources
We want this experience to be a success. Therefore, we offer a variety of resources such as guides, checklists, decision trees, whitepapers, and ebooks to ensure have all the tools you need.
  Get Started! GET STARTED Get Started!

Frequently Asked Questions

  • What is SRG's deal support?

    Our deal support services are designed to help a buyer and a seller complete a deal and make informed decisions, provide customized solutions, and tailored contracts to get the deal done. We offer a range of solutions, from the DIY solution (Starter) where we'll provide you the agreements you need for your deal, to the Elite solution where our team will guide you every step of the way.

    Download Info Sheet

  • Who is deal support for?

    Our deal support is for a buyer and a seller committed to completing the transactions with one another.  Some clients have already agreed upon a few of the deal terms, others are just getting started. If you have everything already figured out and just need the agreements, our Starter or Premium solution is perfect. If you need/want more guidance, our team is here to help with our Elite solution.

  • Who should engage for the deal support service?

    We strongly encourage that the buyer and the seller each engage in the deal support service together, as we usually work together as a team to complete the transaction. Need just Buy-Side or Sell-Side support? We can help.  

  • Do I need to complete a valuation?

    A valuation is not required to complete deal support, but may be required by a lender if you use third-party financing.

    Check out our sister site – LendingWell to learn more about lending requirements and find the perfect lender for your deal. 

     

  • Do you conduct calls or other communication with the buyer and seller separately?

    No. Our goal with deal support is to provide non-advocacy support to both buyer and seller. As a result, we request that all communication include all parties. We strive for complete transparency.  

  • What do I need to provide?

    We request you complete a short questionnaire. The questionnaire includes 3 sections to complete: Buyer Information, Seller Information, and Deal Information.  This helps get the basics out of the way up front. 

  • Is SRG a law firm?

    SRG is not a law firm. While we do have attorneys on staff that you may work with during your project, we are not acting as your counsel. However, all of our contracts have been prepared by our external counsel and are regularly reviewed by our client's and bank's attorneys, as well as broker-dealer and custodial counsel.

  • Do I need to hire an attorney to review the contracts once they are complete?

    We strongly encourage all clients to work with your counsel to do a high-level review of the contracts from your perspective. Given how many times our contracts have been used and evolved, there are rarely any changes requested, but since SRG is not acting as your counsel, it is our recommendation to have a review done once the agreements are completed, but before you sign.  

  • How is SRG different?

    We know your industry and have worked on these types of projects dozens of times. And, we have the resources and strategies to help you, saving you time and money. This is the experience we bring to each client's project. 

    We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely solution as the industry changes.

    We are neutral. We are not affiliated with a broker-dealer or custodian and can provide the advice that is best for you. We also pride ourselves on service - providing high-touch, high-quality solutions to our clients.

  • How do I get started?

    Contact us!

    (503)427-9910

    Schedule a Call

  • Who would I be working with?

    David Grau

    David Grau Jr., MBA, Founder & CEO 

    Learn more about David

    Nicole Frey

    Nicole Frey, CFP®,  Senior Project Coordinator

    Learn more about Nicole

    Kate Clements

    Katelynn Clements, Esq.,  M&A Transaction Coordinator 

    Learn more about Katelynn

Frequently Asked Questions

  • What is a turnkey deal support?

    Our turnkey deal support is to help a buyer and a seller complete a deal with informed decisions, customized solutions, and tailored contracts. 

    Download Deal Support Info Sheet

  • Who is the turnkey deal support for?

    Our turnkey deal support is for a buyer and a seller committed to completing the transactions with one another.

  • Who should engage for the turnkey deal support service?

    We strongly encourage that the buyer and the seller each engage in the turnkey deal support service together.

  • What do I receive if I engage?

    You will receive one-on-one consulting through Zoom, telephone call(s), and emails and customized contracts to complete your transaction. You may also receive additional resources to assist with completing the deal, which may include models, customized research, contracts, checklists, etc. All calls are completed by an experienced team of SRG.

    Preview Our Project Overview

  • Do I need to complete a valuation?

    A valuation is not required to complete a turnkey deal support, but may be required by a lender if you use third-party financing. Check out our sister site – LendingWell to learn more about lending requirements and find the perfect lender for your deal.

  • Do you conduct calls or other communication with the buyer and seller separately?

    No. Our goal in the turnkey deal support is to provide non-advocacy support to both buyer and seller. As a result, we request that all communication include all parties. We strive for complete transparency.

  • What do I need to provide?

    We request you complete a questionnaire [link to questionnaire sample]. The questionnaire includes 3 sections to complete: Buyer Information, Seller Information, and Deal Information.

  • Is SRG an attorney?

    SRG is not a law firm. While we do have JDs on staff, we do not act as your counsel. However, all of our contracts have been prepared by our external counsel and are regularly reviewed by peers attorneys, as well as broker-dealer, custodial, and lender attorneys. Additionally, we focus solely on the financial services industry and proactively update our contracts for any nuances that arise.

  • Do I need to hire an attorney to review the contracts once they are complete?

    We strongly encourage all clients to work with your counsel to do a 3,000 foot review of the contracts.

  • How is SRG different?

    SRG focuses solely within the financial services industry.

    We strive for excellence and as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.

    We are neutral. We are not affiliated with a broker-dealer or custodian.

  • How long does this take?

    The turnaround for this service tends to be driven by you – as the buyer and seller. To ensure a successful deal and transition, we do not believe in rushing the process. However, we can generally provide you complete contracts within 15 calendar days.

    Preview Our Project Overview

  • How do I get started?

    Contact us in your preferred method!

    info@successionresourcegroup.com

    (503)427-9910

    Schedule a Call

Schedule an Appointment

Talk With Our Business Development Team to Learn More

Schedule an appointment to learn more about our deal support services.

SCHEDULE CALL