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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:

  • Database Administration

  • Technology

  • Process Analysis and Improvement




John Roxburgh

Project Administrator

John started at Succession Resource Group as an Office Administrator and was quickly promoted to Project Administrator for the Valuation team. He assists with the valuation analyses and provides support to clients throughout the valuation process.

Originally from New Zealand, John moved to the US in 2013, living in a number of cities on the East Coast before moving to Portland in the fall of 2019. He is a graduate of Shenandoah University, Penn State University, and the New Zealand School of Music, earning a small collection of degrees in Viola Performance. John's eclectic experiences as a musician, teacher, student society president, and computer enthusiast, developed a broad skillset that has transferred well into the business world. Prior to joining SRG, John worked as an administrative specialist in property management.

Fun Facts: John enjoys playing a variety of sports, currently he practices Taekwon-Do, is a beginner at skiing, and frequently hikes the beautiful Oregon countryside with his wife and dog. He enjoys good beer and chocolate. Some noteworthy experiences from John’s musical pursuits include performing in a Beatles reenactment concert, in a same-sex wedding officiated by the late Justice Ruth Bader Ginsberg, and requests for Disney songs from children outside the National Zoo in Washington, D.C.