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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David-Pan-Team-Photos

Marketing and Brand Manager

MA

Areas of Expertise:

  • Digital Customer Experience
  • Integrated Marketing
  • Graphic Design
  • PR
 

Kuo-Hsuan "David" Pan

Marketing and Brand Manager

As the Marketing and Brand Manager for SRG, Kuo-Hsuan "David" Pan makes us look good, and tells as many advisors as possible through various marketing channels. David joined Succession Resource Group in 2016 after five years of marketing communications experience in academia, non-profits, fashion and agency settings. David combines marketing best practices with beautiful design to expand the SRG brand. David is responsible for driving the company's online customer experience through digital marketing, visual design, content management and PR.

As a cross-disciplined marketing and communications professional, David received his Bachelor's Degree from Yuan Ze University in Taiwan, and a Master's Degree from the Elliott School of Communications at Wichita State University. He holds HubSpot's Inbound Certification, as well as Google Analytics and AdWords Certifications. He is also an active member and volunteer of the Public Relations Society of America at the Oregon Chapter.

Fun Facts: David is originally from Taiwan, speaks English, Chinese Mandarin, Taiwanese and Japanese. He loves swimming, weight training and working out with Beach Body workout videos. He relaxes by binging on TV shows, advances skills through volunteering for PRSA Oregon and API Forward, and stays focused through meditation.