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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Katelynn Clements, JD

M&A Transaction Coordinator

Areas of Expertise:

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

Katelynn Clements, ESQ

M&A Transaction coordinator 

Katelynn is our M&A Transaction Coordinator. She works closely with our project team and clients on form contract preparation, entity formation and usage, M&A transactions, equity sharing solutions, and succession planning.

Katelynn moved to Oregon in 2016 to attend law school, after earning a degree in Theatre Performance from San Diego State University. Katelynn graduated from Lewis & Clark Law School in 2019 and is a member of the Oregon State Bar Association. During law school, Katelynn focused primarily on tax law. She worked with Legal Aid Services of Oregon helping low income tax payers in controversy with the IRS and ODR. She is client focused and compassionate, always looking for a creative solution to every problem.

Fun Facts:
Katelynn is an avid traveler, discovering new places through local food and wine. She often travels with her dog, Winnie, the 8lb wonder chihuahua. While at home, Katelynn enjoys playing cards with her boyfriend, gardening, and painting with watercolors.