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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Max. 2022

Director of Marketing

Areas of Expertise:

  • Digital & Brand Strategy

  • Content Marketing

  • Lifecycle & Campaign Management

     

 
 

Max Kroll 

(She/her/hers)

 

As our head of marketing, Max works with her team to raise awareness, deepen relationships, and align the needs of advisors with SRG’s solutions. Max joined SRG in 2022 after 15 years in the finance and tech industries where she held a variety of progressive positions in retail, business development, and marketing. Max has consulted small businesses in retail and legal field, helping business owners define their brands and grow organically.

Max has a Bachelor's Degree in organizational leadership from George Fox University. She’s earned a digital brand strategy certification through Oregon State University, amongst other annual certifications, to keep her industry knowledge fresh. Max has served as development committee chair for With Love, Oregon since 2020, supporting their donor engagement and strategy. 

Max considers her two goldendoodles, Harriet and Willoughby, to be her most prized possessions. She’s passionate about food and wellness and is always planning her next trip abroad. 

 
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