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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. 

 

 

2022 Mid-Year Advisor M&A Review

Report

2022 Mid-Year Advisor M&A Update

Infographic

2022 Mid-Year Advisor M&A Update

Webinar

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

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

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
9 min read

Five Building Blocks of an Attractive Compensation Model
Aug 8, 2022 by Nicole Frey

Hiring and retaining talented employees is a top priority for most business owners. Effectively doing so has become...
5 min read

Buying a Book of Business
Jun 17, 2022 by David Grau Jr.

Whether you are just starting out as a financial advisor or you are simply looking to expand your established...
7 min read

What is Phantom Equity and How is it Used?
Jun 14, 2022 by David Grau Jr.

As an incentive to motivate hard-working key employees, private employers can issue phantom stock, also known as...
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Succession Resource Group, Inc. is not affiliated with or endorsed by FP Transitions, LLC or Succession Link, LLC