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.

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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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LendingWell


LendingWell Tag

Earn up to $10,000 when you fund
through LendingWell

 

Get the Most Out of Financing

In the last three years, more and more deals are leveraging external financing to complete their deal - sometimes from a firm they are affiliated with, local banking institutions, or industry lenders. With so many options, some working better than others, it can be confusing and time consuming to figure out the right solution for your deal. That's why we created LendingWell, our online platform matching you with the right lending solution.

Visit LendingWell

 

Get the Most Out of Financing

In the last three years, more and more deals are leveraging external financing to complete their deal - sometimes from a firm they are affiliated with, local banking institutions, or industry lenders. With so many options, some working better than others, it can be confusing and time consuming to figure out the right solution for your deal. That's why we created LendingWell, our online platform matching you with the right lending solution. As one of the largest M&A and succession consulting firms for advisors/agents/accounts, SRG has developed partnerships with the best and most reliable lending solutions and created LendingWell to match you with the right source based on the parameters of your deal.

Visit LendingWell

Service at a glance: 

LendingWell is an online lender/financing matching tool developed by Succession Resource Group, the industry awarding winning M&A experts designed to help advisors find the right lending solution for their needs.

  • What's included?

    LendingWell includes:

    • Our matching algorithm takes into consideration your deal structure and requirements and matches you with our comprehensive database of industry lenders.
    • Our Professional Resource Center is a directory of Attorneys, CPA’s, E&O providers and Compliance Consultants.

    Visit LendingWell

  • How long is the process?

    The questionnaire to match you with a lender takes about 3-5 minutes. The lender you match with will reach out within 48 hours. 

    Visit LendingWell

  • How to get started?

    Go to LendingWell to match with a lender. 

    Visit LendingWell

 

Frequently Asked Questions
  • What is LendingWell

    LendingWell is an online lender/financing matching tool developed by Succession Resource Group, the industry awarding winning M&A experts designed to help advisors find the right lending solution for their needs.

  • How does LendingWell work?

    LendingWell was designed specifically for advisors to assist with finding the optimal lender(s) for your financing needs. Each lender has unique requirements, loan terms, and “credit box.” Answer a few simple questions to evaluate your eligibility and find lenders who ideally matched for your type of financing needs. Once matched, you can connect with lenders.

  • Who is LendingWell for?

    LendingWell was created for the financial advisory industry - including RIAs, independent advisors within a broker-dealer, OSJs, insurance agents, and CPAs/accountants who are interested in financing for an acquisition, refinance, commercial real estate purchases and renovations, recruiting loans, and working capital.

  • Why should I use LendingWell?

    LendingWell will save you time and money. We will help you find the best lenders based on your specific needs, so you don’t waste time finding and contacting 20+ lenders, only to be rejected or be presented with a suboptimal loan solution. Most lenders will tell you they can finance your deal, and they aren’t lying. But, being able to finance your deal, and knowing you are in that bank’s “sweet spot” will provide a very different experience and result.

  • Are LendingWell and Succession Resource Group the same company?

    LendingWell is an online lending matching platform developed by Succession Resource Group. When you find a lender through LendingWell, SRG can help facilitate your deal process to ensure you are getting the most for your money.

  • How accurate is LendingWell?

    All of the lenders on the LendingWell site complete a detailed profile for each of their unique loan solutions for RIAs, which we use as the criteria for our matching algorithm. Each profile is reviewed by an M&A expert from Succession Resource Group to ensure answers are consistent with our experiences working with these banks. So, the short answer is, its pretty reliable!

Frequently Asked Questions
  • What is LendingWell?

    LendingWell is an online lender/financing matching tool developed by Succession Resource Group, the industry awarding winning M&A experts designed to help advisors find the right lending solution for their needs.

  • How does LendingWell work?

    LendingWell was designed specifically for advisors to assist with finding the optimal lender(s) for your financing needs. Each lender has unique requirements, loan terms, and “credit box.” Answer a few simple questions to evaluate your eligibility and find lenders who ideally matched for your type of financing needs. Once matched, you can connect with lenders.

  • Who is LendingWell for?

    LendingWell was created for the financial advisory industry - including RIAs, independent advisors within a broker-dealer, OSJs, insurance agents, and CPAs/accountants who are interested in financing for an acquisition, refinance, commercial real estate purchases and renovations, recruiting loans, and working capital.

  • Why should I use LendingWell?

    LendingWell will save you time and money. We will help you find the best lenders based on your specific needs, so you don’t waste time finding and contacting 20+ lenders, only to be rejected or be presented with a suboptimal loan solution. Most lenders will tell you they can finance your deal, and they aren’t lying. But, being able to finance your deal, and knowing you are in that bank’s “sweet spot” will provide a very different experience and result.

     

  • Are LendingWell and Succession Resource Group the same company?

    LendingWell is an online lending matching platform developed by Succession Resource Group. When you find a lender through LendingWell, SRG can help facilitate your deal process to ensure you are getting the most for your money.

  • How accurate is LendingWell?

    All of the lenders on the LendingWell site complete a detailed profile for each of their unique loan solutions for RIAs, which we use as the criteria for our matching algorithm. Each profile is reviewed by an M&A expert from Succession Resource Group to ensure answers are consistent with our experiences working with these banks. So, the short answer is, its pretty reliable!

  • Is LendingWell free to use?

    Yes – LendingWell is completely free to use and many lenders will provide you special incentives if you are a LendingWell user.

  • Can LendingWell help value my business?

    LendingWell does not provide valuations or appraisals. Should you wish to receive a valuation for lending purposes for example, Succession Resource Group can provide a valuation for an additional cost.

  • What happens after I contact my matched lenders?

    Once you’ve matched with a lender, you have the option to contact any of the matched lenders and send them the information you entered during the matching process. A loan officer should be reaching out within in the next few days.

  • Can I match more than once?

    You can complete up to 3 Financing Match Requests per month. That means that if you have more than one deal/need, you can match with the right lender for the right deal.

  • I am a lender, who wants to participate on the platform. How can I get started?

    Please contact us at info@lending-well.com to learn more.

Visit LendingWell to Get Matched With a Lender Today!

 

Get Matched on LendingWell