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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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Josh Clifford

Valuation Director & Data Analyst

Areas of Expertise:

  • Financial Analysis
  • Advisor Valuation
  • Business Planning
  • Accretion Strategies
  • Deal Structuring

Josh Clifford, CVA

Valuations director & data Analyst

Josh Clifford is our Valuations Director & Data Analyst, specializing in business valuations and accretion strategies. He works closely with our clients and provides consultations on everything from benchmarking to litigation support.

Josh joined SRG in 2020 and brings 10 years of experience in high-intensity Finance roles. The large majority of his experience was spent serving advisors and Institutions nationwide; primarily focusing on growth through acquisition.

Formerly, Josh was an Assistant Vice President and leader of the Advisor & Institution M&A team at LPL Financial. In this role, he facilitated hundreds of successful transactions and succession plans, developed the broker-dealer’s valuation model, and underwrote millions of dollars in loan capital for buyers.

Josh has a M.S. and B.S. in Finance from The University of Arizona, and has also earned his Certified Valuation Analyst (CVA) credential.

Fun Facts: Josh grew up in Scottsdale, but after years of brutal summers he moved to San Diego in 2011 to live near the ocean. He surfs regularly, snorkels in the summer, free dives for lobster in the fall, and swims laps year-round. Anything water-related! He also loves to travel with his wife and explore new cities and cuisines.