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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. 

 

 

Success Through Succession Series

Webinar

Fueling Your Future: Unleashing Growth Potential through Entity Planning

Webinar

Employee Retention Strategies of Today's Top Firms

Webinar

Advisor M&A Highlight - 2023 Mid-Year Update

Infographic

2023 Mid-Year Review Series

Webinar

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

Webinar

The Psychology of Dealmaking

Webinar

SRG Off Script: The Importance of Succession Planning for Advisors

Webinar

Fundamentals of Exit Planning

Webinar

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

Webinar

SRG Off Script: Loans, Interest Rates, and Lending Solutions

Webinar

SRG Off Script: RIA Tax Considerations with Succession and Selling

Webinar

Everything Equity

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

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

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

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

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

6 Reasons Now Is the Best Time to Sell

Infographic

10 Reasons to Value Your Practice

Infographic

Sunset vs. Succession

White Paper

Due Diligence Checklist

Checklist

From The Blog
12 min read

Set Your Firm Up for Success — Using Entity Structure to Unleash Growth
Nov 28, 2023 by David Grau Jr.

Starting your business as a financial advisor is an exciting prospect. You're setting the foundation for a successful...
11 min read

Employee Retention Guide for Advisors - 2024 ed.
Oct 13, 2023 by David Grau Jr.

Strategies to Fortify Employee Retention and Minimize Advisor Turnover

In the fast-paced and competitive realm of...
3 min read

The Importance of Formalizing Your Entity Structure
Aug 28, 2023 by Succession Resource Group

The decision to form an entity structure for your financial practice is a critical step for experienced independent...
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