2026 Year-End Planning
Valuation
Entity Support ServicesEntity Maintenance ProgramEquity Sharing Plans
HR Solutions – Compensation Design
Talent Strategy Report
HR Solutions – Employment Agreements
Contingency Planning
AcquireEdge (AcE)Deal SupportAdvisor Merger SupportmyCompass
Succession PlanningSuccession Maintenance ProgramSeller Advocacy
Consulting
Enterprise Consulting
Resources
Interactive Tools
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…
Continue Reading >>
Company
Meet the Team
In the NewsPress ReleasesCareersContact Us
Join Our Webinar
Close Strong, Start Fast: The Owner’s Year-End Playbook
November 4, 2026 at 1:00 PM PT / 3:00 PM CT / 4:00 PM ET
Complete the form below and we will contact you within two business days.
