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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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Julia Sexton - Square

Director of Strategic Organizational Planning

Areas of Expertise

Business Valuations
Mergers & Acquisitions
Contingency Plans
Employment and Equity-Sharing



Julia Sexton, CVA®



Julia joined SRG at the start of 2023 as Director of Strategic Organizational Planning, overseeing our contingency and employment programs. She helps clients plan for their company's long-term success by planning and implementing strategic organizational goals and protecting the legacy they've built. Through her list of services, Julia delivers individually crafted employee and owner compensation plans, determines the best structure for rewarding employees with equity that supports the clients' long-term business and succession goals, and supports growth strategies and execution by way of entity formation, mergers and acquisitions

With  a personalized and thorough approach, Julia guides clients through the entire plan and implementation process from the brainstorming phase through reviewing and signing formal contracts. She loves working with clients on customizing strategic organizational paths that accomplish their unique business goals while navigating the financial complexities that come with them.

Julia has worked with financial advisory practices in the financial services industry as a business appraiser, in a valuation and consulting capacity, for 5 years. Since receiving her Certified Valuation Analyst (CVA) designation in 2019, she has completed over 2,000 valuations and assisted in the completion of more than 200 successful mergers. Julia earned a Bachelor of Science in Business Administration with a focus on finance from the University of New Hampshire and is a member of the National Association of Certified Valuators and Analysts (NACVA).

 Located in Providence, Rhode Island, Julia spends her free time kayaking and hiking with her husband, Kieran, and their golden retriever, Sauvie. As a natural athlete, she participates in competitive CrossFit competitions. To balance out her active lifestyle, Julia likes to slow down and relax on a beach with a good book, weather permitting.