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 »

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. 

 

 

Succession Role Transition Planner Tool

E-Book

2024 Advisor M&A Review

Webinar

Employee Retention Strategies of Today's Top Firms

Webinar

Success Through Succession Series

Webinar

Fueling Your Future: Unleashing Growth Potential through Entity Planning

Webinar

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

Advisor M&A Highlight - 2023 Mid-Year Update

Infographic

2023 Advisor M&A and Equity Highlights

Infographic

Everything Equity

Webinar

SRG Off Script: Advisor Compensation

Webinar

The Financial Advisor's HR Toolkit

EBook

SRG Off Script: Building Greater Enterprise Value

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

Increasing Value Through Excellent Customer Experience

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

2 min read

Contingency Planning - A key to acquisition success?!

To start with, let's define the term "Contingency Planning."

Contingency Planning is specifically referred to you...

14 min read

The True Power of Succession Planning — A Retirement Readiness Guide

Building a successful independent financial advisory firm that can support the firm’s key stakeholders is a significant...

12 min read

Set Your Firm Up for Success — Using Entity Structure to Unleash Growth

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