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


Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:


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.


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 »


Project Administrator

Areas of Expertise:

  • Legal Terminology
  • Data Management
  • Customer Service
  • Copy-editing
  • Corporate Contracts

Hattie Everroad, J.D.

Project Administrator

Hattie is a Project Administrator for Succession Resource Group and brings years of contract, communication, and problem-solving skills to SRG. Hattie focuses on helping support clients through the lifecycle of their projects and is an invaluable resource and point of contact. Whether it is a simple question or something more complex, she ensures clients get the information and guidance they need and that all SRG clients know what to expect and when to expect it.


Hattie went to the University of Oregon, where she earned her Bachelor’s degree in History. She then moved to South Carolina to attend law school.  During law school, Hattie was heavily involved in the Moot Court executive board where she both managed and participated in oral advocacy competitions. She also clerked for several immigration law firms, where she worked closely with clients during the immigration process. After completing her Juris Doctorate, Hattie spent three years traveling and teaching abroad in Central America, Asia, and Europe.  During her travels, she developed excellent communication and problem-solving skills that continue to benefit clients today.


Fun facts: Hattie is an avid traveler and has visited over 30 countries on five continents.  She enjoys running, reading, and playing with her blue-nose pit bull Ben.