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...

Continue Reading »

Company
srg_team
MAresources

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. 

 

 

Valuing Your Financial Practice: What you need to know in today's market

Webinar

SRG Off Script: RIA Tax Considerations with Succession and Selling

Webinar

Everything Equity

Webinar

SRG Off Script: Understand and Leverage Your Firm's Value

Webinar

SRG Off Script: Advisor Compensation

Webinar

2023 Advisor M&A and Equity Highlights

Infographic

The Financial Advisor's HR Toolkit

EBook

SRG Off Script: Building Greater Enterprise Value

Webinar

2023 Advisor M&A and Equity Predictions

Webinar

Amanda Johnson & Carolyn Nolan

Seller Advocacy

SRG Off Script: Succession & Equity Sharing Q&A

Webinar

2022 Q4 Advisor M&A - Ask the Experts

Webinar

2022 Mid-Year Advisor M&A Update

Webinar

2022 Mid-Year Advisor M&A Review

Report

2022 Mid-Year Advisor M&A Update

Infographic

Increasing Value Through Excellent Customer Experience

Webinar

2022 Advisor M&A Review

Webinar

2021 Advisor M&A Mid-Year Review

Webinar

2021 Advisor M&A Review

Webinar

2020 Advisor M&A Mid-Year Review

Webinar

2020 Advisor M&A Review

Webinar

Rex Brenton & Karen Curry

Seller Advocacy

Nick de Freitas & Jon Lawry

Buyer Program

5 Mistakes to Avoid During an Acquisition

Webinar

The Must-Know Items When Buying or Selling a Practice

Webinar

Jennifer Kilby

Seller Advocacy

Barry Leslie

Buyer Program

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

Steve Woods & Kathryn Lichty

Succession Planning

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

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

Succession Planning in Action

Succession Planning (Case Study)

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, Minimizing Taxes

Seller Advocacy

Third Time Is The Charm

Seller Advocacy

Sutley Wertzer: Looking Back One Year After Transition

Seller Advocacy

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 You're 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

Selling Your Practice: What Your Clients Need from You
May 25, 2023 by Succession Resource Group

You’ve decided to put your exit strategy in motion. Maybe you’ve identified a buyer, or you’re considering multiple...
6 min read

Six Events that Require a Valuation of Your Financial Practice
Apr 25, 2023 by Succession Resource Group

Most experienced business owners understand valuations as an essential tool to assist in making critical decisions for...
4 min read

Acquiring a Financial Practice? Avoid These Common Points of Contention
Mar 17, 2023 by Succession Resource Group

For anyone who has siblings, or is raising siblings, you might be familiar with the “Fair Share” tactic. Two siblings...
Services
Partnerships
Marketplace
Resources

Copyright © 2023 Succession Resource Group | All rights reserved.

Succession Resource Group, Inc. is not affiliated with or endorsed by FP Transitions, LLC or Succession Link, LLC