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...

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Data Analyst

Areas of Expertise:

  • Object-Oriented Programming

  • Data Visualization

  • Database Systems and Structures




Katie Ackerman

Data Analyst

Katie is our Data Analyst, and she works to identify trends in company and industry data. Her background in programming and statistics comes in handy as she automates our data collection, cleaning, and presentation processes, and she uses her communication and design skills to help us share valuable information with our clients and the industry at large.

Nearly a decade before she joined the SRG family, Katie left her native Washington State in search of warmer climates. She spent several years in Arizona and Texas before finally landing in the Midwest, where she earned a Bachelor of Science (B.S.) in Informatics from Indiana University and started her career in information technology. In 2020, she made the difficult decision to abandon the Hoosier state and returned home to the Pacific Northwest.

Fun Facts: Despite her “left-brained” tendencies, Katie is drawn to all things creative and thoroughly enjoys writing, experimenting with various artistic mediums, and playing around with code. When she’s not lost in her own world, you can usually find her spending time with friends and her longtime friend-turned-boyfriend, Gavin, who encourages her interest in brewing beer, backcountry skiing, flying, and finding new ways to procrastinate on their long list of home remodeling projects.