Erik Pahlow is the Executive Vice President of Succession Resource Group, bringing more than a decade of consulting experience helping advisors on valuation, acquisition and exit planning. Erik leads SRG’s practice sales division, helping advisors find the best successor/buyer and get the best value for their business. He also works with advisors nationwide that are looking to grow through acquisition, helping them find, qualify, and purchase businesses. As part of the SRG team, Erik is a major contributor to firm’s ongoing commitment to delivering five star service and personalized solutions for the financial services industry.
Over the last decade, Erik has helped hundreds of advisors prepare and sell their business, and as the former Valuation Director for a well-known succession planning firm for advisors, has valued more than 4,600 businesses. Erik joined the SRG team to focus on providing more personalized solutions and build lasting relationships with the company’s valued clients. Erik is an authority on advisor valuation and practice sales, has served as expert witness on practice value and valuation issues, is a published author and frequently cited in industry journals and press releases. He has also worked with some of the nation’s largest broker-dealers, custodians, and non-profit organizations to develop new and innovative research and recommendations on valuation and succession planning for advisors.
Erik attended Oregon State University and graduated with a political science major and received his real estate license shortly thereafter. He and his wife Samantha reside in Portland, Oregon with their two beautiful children.
Fun Facts: In his free time, Erik enjoys spending time with his family and watching basketball/football, dislikes coffee with a passion, enjoys beer (Chimay is currently top of the list), is a Red Sox fan, and going to the gym to offset for his favorite candy - the Scottmallow from See's Candy (or SourPatch Kids).
Title: Consultant, Executive Vice President
Areas of Expertise:
M&A Tax Strategies, Negotiation, Financing, Financial Analysis, Advisor Valuation, Advisor M&A, Buy Side & Sell Side Representation