5 min read
Selling Your Practice: What Your Clients Need from You
You’ve decided to put your exit strategy in motion. Maybe you’ve identified a buyer, or you’re considering multiple...
We can help you complete a deal. Where are you right now in your process?
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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.
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...
From educational webinars to hands-on checklists, we've curated content specifically for advisors to value, grow, protect and/or sell their business.
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