We can help you complete a deal. Where are you right now in your process?


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It is that simple.


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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Enterprise Consulting_tag@2x

Enterprise Consulting Solutions
Providing Simple Solutions to
Complex Issues


Whether you are in the middle of a complex deal, need help with your organizational planning, or have a combination of work with which you would like some support, our team of experts will assist you in a consultative manner with any questions you may have and provide you with the resources and recommendations to meet your objectives. Our team has years of comprehensive knowledge working with business owners and understanding the nuances of the industries we serve.


Thought Leadership

SRG's team of experts focus on staying abreast of the most current trends of today's top firms, and more importantly, helping provide strategic guidance to today's top firms about where the industry is and should be.

Customized Solutions

Our team will talk through your goals and initiatives and provide you a personalized recommendation and flat-fee pricing, so you know exactly what to expect and when to expect it.



Get the Most Out of Financing

In the last three years, more and more deals are leveraging external financing to complete their deal - sometimes from a firm they are affiliated with, local banking institutions, or industry lenders. With so many options, some working better than others, it can be confusing and time consuming to figure out the right solution for your deal. That's why we created LendingWell, our online platform matching you with the right lending solution. As one of the largest M&A and succession consulting firms for advisors/agents/accounts, SRG has developed partnerships with the best and most reliable lending solutions and created LendingWell to match you with the right source based on the parameters of your deal.

Visit LendingWell

Service at a glance: 


  • What's included?

    Our experts have years of comprehensive knowledge within the financial services industry and can assist in a variety of capacities. The following are common areas we will consult on:

    • M&A strategy
    • Business model and organizational planning
    • Human capital matters and career track development
    • Reviewing and providing recommendations on existing strategies or agreements used by your firm
    • Complex deal structures
    • Preparing a business to be sold
  • How long is the process?

    Every engagement is different, and our team will move at your pace, while helping keep a healthy amount of pressure on to ensure we help you meet your target deadlines. We will be available and provide consultation until we have accomplished your goals. 

  • How to get started?

    Talk With Our Business Development Team to Learn More

    We want to learn more about you, your business, and your goals so that we can provide you a tailored proposal. Start by schedule an appointment so we can begin a dialogue and decide if Enterprise Consulting is right for your firm.


Nicole and Kit working together



Free-Trial Enterprise Consulting

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 questions, and provide recommendations to ensure that your deliverable meets your needs in real-time.
Email Support
Sometimes you just have a quick question! We are happy to address any questions, changes, or thoughts via email.
Recommendation, Plan, and/or Contracts
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.
Frequently Asked Questions
  • Is my firm large enough to warrant Enterprise Consulting

    Your firm's revenue does not matter - all businesses have challenges and issues as they operate and grow. Our team is here to provide a personalized solution for your issues. Most firms using our Enterprise Consulting services have $1m in annual revenue or more, but that is simply because as the business grows, there are more matters to consider and manage.

  • My coach or home office provides similar solutions, why SRG?

    Whether it is your coach, another consultant, your team at home office, or other organizations that are seeking to provide value to you, you want the most comprehensive and unbiased advice and guidance you can find. And, you should know what you are committing to before you get started. Our team has decades of experience and a broad perspective, having worked with smaller boutique practices, large teams, advisors in growth mode, and advisors on the tail end of their careers.

  • I know I have an issue or opportunity, but I don't know where to start.

    If you have identified an issue, or a potential issue that you'd like guidance with, one of our experts will be available to talk it through and provide our perspective and recommendations for how we can help. While we haven't seen everything, there is a good chance you aren't the first advisor with the issue or opportunity.

  • Who would I be working with?

    You'll have our entire team's intellectual capital on your project, but you will have a specific and dedicated project manager. We have a team of experts, each that focuses on a variety of different disciplines and we will work to ensure you have the best person for the job. As the project progresses, we will bring other resources and personnel on as needed.



Talk With Our Business Development Team to Learn More

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