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...

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Project Administrator

Areas of Expertise:

  • Administrative
  • Scheduling
  • Client Relations
 

Gracie Jaeger

Project Administrator

Gracie has joined the SRG team as a Project Administrator for our Equity, Employment, Entity and Contingency team. She comes from a background in healthcare where she served in customer service and as an administrative assistant. 

Gracie is originally from Wisconsin and grew up playing several sports and instruments. She went to Fort Lewis College in Durango, Colorado, where she earned her Bachelor's degree in Exercise Science. She enjoyed living in Colorado and loves all outdoor activities! 

Fun Facts: Gracie loves soccer and played it for over 15 years of her life! Even though she played four different instruments growing up, she is pretty much tone deaf - but that has never stopped her from belting it in the car! She loves road trips and has almost been to all 50 states! Most of her family lives in Wisconsin or Colorado and she moved to Portland not knowing anyone, instantly loved it, and has been there for the past 5 years!