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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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Marketing and Brand Manager

Areas of Expertise

Digital Customer Experience
Integrated Marketing
Graphic Design

Kuo-Hsuan "David" Pan

He, him, his


As SRG's Marketing Manager,  Kuo-Hsuan "David" Pan focuses on nurturing client relationships and driving engagement with advisors. David joined Succession Resource Group in 2016 after five years of marketing communication experience in academia, non-profits, fashion and agency settings. Today, David enjoys the birds eye view of the client experience and the challenge of always looking for ways to improve it. 

David is cross-disciplined in marketing and communications, having 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. David currently serves on the board of API Forward, a leadership education foundation for the API community. 

David is originally from Taiwan, speaks English, Chinese Mandarin, Taiwanese and Japanese. He loves swimming and weight training. He's also a licensed drone pilot. He relaxes by binging on TV shows, explores his creativity on his YouTube channel, and stays focused through meditation.