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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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Executive Vice President

CPA, CVA, Valuations Director

Areas of Expertise:

  • Accounting
  • Tax Planning
  • Financing
  • Financial Analysis
  • Advisor Valuation
  • Business Planning

Kristen Grau, CPA, CVA

Kristen Grau, CPA, CVA is the company’s Executive Vice President, Chief Financial Officer, Chief Operations Officer, and Valuations Director. As Valuations Director, she has completed hundreds of valuations, and her findings have been used to help with everything from benchmarking to litigation support. Kristen also co-leads SRG’s practice sales division, assisting advisors to sell their practice, where her advocacy efforts for SRG seller clients have directly translated to 20% higher values. In addition to her full-time schedule with SRG, Kristen also owns and operates an accounting firm, The Clover Group, which focuses on external accounting and CFO services for advisors. A self-described “doer,” she is committed to helping business owners improve their business and streamline processes while maintaining customized client interaction and service.

With nearly 15 years of experience in the financial sector, Kristen began her career as a tax accountant with Moss Adams LLP and Delap LLP, where she gained expertise in accounting, tax compliance, and taxation for individuals and business owners. From these experiences, Kristen provides SRG and its clients with comprehensive and informed guidance and advice.

NACVA 40 Under Forty - Kristen

Kristen earned her bachelor’s degree in business administration and accounting from Portland State University. She is an active CPA in the state of Oregon and is a Certified Valuation Analyst (CVA). She is also an active member of the American Institute of Certified Public Accountants (AICPA) and National Association of Certified Valuators and Analysts® (NACVA), and a past board member/treasurer of Montessori Northwest, a local non-profit. In 2020, Kristen's achievements have won her recognition of the 40 Under Forty award by NACVA.

Kristen is a wife, mother of three, entrepreneur, and Oregon native. In her free time, she enjoys playing with her children, outdoor water sports, traveling and exploring new Pacific Northwest wineries.

Fun Facts: Kristen enjoys spending time with her husband and two kids, became a vegetarian when she was eight, loves (and hates) Barre3, enjoys traveling and outdoor activities. Her guilty pleasure is chocolate, popcorn, and watching Days of Our Lives.