SRG & PPC Dealmakers – Succession Resource Group

Dealmakers Booth

Succession Resource Group (SRG) and PPCLOAN (PPC) are dedicated to helping independent RIAs with mergers, acquisitions, and succession planning. SRG is a consulting firm headquartered in Oregon and has decades of experience helping independent RIAs with valuation, buying, and selling practices – providing turnkey solutions including industry expertise, customized form contracts, tax strategies, and financing support through long-time partner PPC. PPC is headquartered in Texas and has over 20 years of providing cash-flow based financing solutions for acquisitions, buy-ins/buy-outs, equity purchases, and refinancing/restructuring existing debt. Together, SRG and PPC provide a unique and comprehensive solution to help independent RIAs get deals done.

SRG Services Highlight


SRG’s certified valuation service cost-effectively provides you the most reliable and accurate value for your business using our comparable sales data from our proprietary database.

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Grow Through Acquisition

Our team helps advisors close deals they have sourced on their own using our Offer Letter and Turnkey Deal Support service, providing comprehensive advice and resources all for a simple flat-fee.
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Succession Blueprint

If you plan to transition your business internally, or share/sell equity, our team of experts will help you evaluate the most effective solutions being used today, and provide turnkey solutions to get a plan in place today.
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Sell Your Business

When you are ready to sell your business, our Seller Advocacy Team will ensure your business is seen by all the right buyers and then negotiate for you so you get the best successor, the best price, and the best terms.

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PPCLOAN Services Highlight

Support Your Firms Growth

Growth Loans™ are tailored to your business’s needs. Finding you the best financing options that align with your acquisition goals.

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Secure Funding

NextGen Loans™ offers flexible terms and competitive rates for your equity sharing plans.

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Protect Your Cash

Refi Loans™ refinance your loans with ease as our specialists examine your business needs and provide the best refinancing options for your situation.

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Contact Us

Ready to work on a deal?

Contact us to learn more about how SRG and PPC Loan can help you.

Heading to a conference in 2019?

Come visit us for free consultation!

Location: Austin, TX
Date: May 14-16, 2019

Location: Phoenix, AZ
Date: June 12-14

Location: San Diego, CA
Date: August 18-21

Location: San Diego, CA
Date: November 4-7

Dealmakers Booth at 2019 TD Ameritrade National LINC Conference