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
Marc Stein

Project Administrator

Areas of Expertise:

  • Succession Planning
  • Practice Acquisitions
  • Practice Consultation
 

Marc Stein, AIF

Project administrator

Marc Stein is our Project/Listing Administrator, providing support to the project team to increase productivity, efficiency, and service quality across the firm. He works closely with our Seller Advocacy team and clients helping buyer and sellers negotiate transactions.

Marc brings eight years of industry experience in succession planning as well as the buying and selling of advisor practices. Much of his experience was spent serving advisors and Institutions nationwide. Marc was the Assistant Vice President of the Succession Planning department at LPL Financial. In this role, he facilitated hundreds of successful succession plans for transitioning books of business, consulted on acquisition strategies, and was a frequent speaker at their national conference.

Marc received a BA from Marymount University, holds Series 7, 24, and 66 FINRA licenses, AIF Certification, and Certified Lean Six Sigma Yellow Belt.

Fun Facts:
Being a native of New Jersey, Marc was happy to relocate to San Diego in 2006. He is avid reader, big fan of Modest Mouse, and loves to travel to new places and destinations with his girlfriend.