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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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Business Development Manager

Areas of Expertise:

  • Consultative sales
  • program development
  • event planning

Nicole Sinclair

Business development manager

Nicole Sinclair is the Business Development Manager for Succession Resource Group and works daily with advisors to help identify solutions to their M&A and succession needs. Nicole works with financial advisors, insurance agents, CPAs and broker-dealers/custodians nationwide to help them find creative and unique solutions for their business valuation, acquisition/merger, continuity plans and succession needs. Nicole also handles all of SRG's event planning, hosting succession workshops around the country for SRG and SRG partner firms.

As one of SRG's most motivated individuals, Nicole commits herself to SRG full-time, and is pursuing her bachelors degree. Nicole was born and raised in Portland, Oregon and is a huge fan of the Portland Trail Blazers. She currently lives in Tigard, Oregon with her two kids, her husband and her dog, Blaze. In her free time (what little of it she has!) Nicole enjoys traveling, working out/running, being outdoors, and spending time with her family and friends.

Fun Facts: Nicole is an avid self-improver who loves staying busy - whether that is chasing her son, completing Orangetheory workouts, traveling, or attending conferences, she does it all. Nicole's guilty pleasure includes online shopping and binge watching Ozark!