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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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Resources for Advisors

From educational webinars to hands-on checklists, we've curated content specifically for advisors to value, grow, protect and/or sell their business. 

 

 

2020 Advisor M&A Mid-Year Review

Webinar

2020 Advisor M&A Review

Webinar

5 Mistakes to Avoid During an Acquisition

Webinar

The Must-Know Items When Buying or Selling a Practice

Webinar

Advisor M&A Financing: How to Make It Work for You

Webinar

How and Why to Use an Entity with Your Broker-Dealer

Webinar

7 Tips to Increase the Value of Your Business

Webinar

Benchmark Your Way to A More Valuable Practice

Webinar

5 Best Practices to Protect the Value of Your Business

Webinar

3 Reasons Every Advisor Should Have an Entity

Webinar

Advisor to CEO - Best Practices for Your Growing Enterprise

Webinar

S Corp or LLC: A Guide to Set Up Your Financial Services Company

Webinar

3 Mistakes to Avoid with Your Succession Plan

Webinar

Mythbusting Advisor Succession

Webinar

Succession: The One Thing

Webinar

Best Time to Sell Your Business

Webinar

5 Important Things to Do Before Selling Your Business

Webinar

5 Employment Best Practices to Create a Salable Business

Webinar

5 Land Mines that Could Blow Up the Value of Your Practice

Webinar

Effective Strategies to Exit Your Business

Webinar

Secrets of Succession

Webinar

RIA M&A: Compliance 101

Webinar

The Ins and Outs of Contingency Planning

Webinar

Make the Uncertain, Certain

Webinar

A Decade of Deals: Trends & Predictions Based on RIA M&A Data

Webinar

Succession Planning in Action

White Paper

Building a Compliant Plan to Protect the Value of Your Advisory Practice

Webinar

3 tips you've never heard to increase your value

webinar

The Carrot & the Stick

Webinar

Getting the Most Value for Your Practice in 2021

Webinar

Maximizing Price, Maximizing Taxes

Client Success Story

Third Time Is The Charm

Client Success Story

Sutley Wertzer: Looking Back One Year After Transition

Client Success Story

COVID-19: Business Resource Guide for Advisors

Ebook

Your Guide to Increase the Value of Your Business

Ebook

5 Most Common Post-Transition Roles

Ebook

Practice Acquisition Checklist for Success

Checklist

A How-To Guide For Protecting Your Business

Ebook

Contingency Planning Checklist

Checklist

Seller Readiness E-Book

Ebook

Your Guide to Proper Entity Structure

Ebook

How to Tell Your Employees Your Selling

Ebook

2020 Advisor M&A Takeaways

Infographic

6 Reasons Now Is the Best Time to Sell

Infographic

10 Reasons to Value Your Practice

Infographic

Ameriprise Franchise Value Study

White Paper

Sunset vs. Succession

White Paper

Due Diligence Checklist

Checklist

From The Blog
5 min read

The Complete Guide to Understanding M&A Valuation Process
Jun 9, 2021 by Kristen Grau

Over the next 10 years, 4.5 million businesses with over $10 trillion in value will transition into new hands via...
5 min read

M&A Support: What, When, How, and Why
May 18, 2021 by David Pan

Mergers and acquisitions are team activities. Surgeons don’t go into the operating room without nurses and...
5 min read

6 Major Cost Considerations to Sell Your Business
Nov 24, 2020 by Kristen Grau

Selling your business is not only a difficult decision to make, but it can often be a costly one if not done correctly...
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Best Practices: Creating a Business Death/Disability Plan

What would happen to your business, your clients and the value of the company, if something where...

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