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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parker-wide

Director of Transaction Advisory Services

Areas of Expertise

Acquisitions
Succession Plan Design
Strategic Consulting
Business Planning
Business Valuation
Financial Modeling & Analysis
Presentations / Public Speaking
 

Parker Finot

He, him, his


Parker is a Project Manager at SRG, the Director of Transaction Advisory Services, helping our clients reach optimal outcomes in acquisition deal support, succession planning, and other business consulting engagements. Parker brings close to a decade of financial services, corporate finance, and business consulting experience to SRG and most recently worked as a financial advisor at a San Diego wealth management firm.

Before joining SRG, Parker sharpened his business and finance skills by moving through the ranks of LPL Financial, starting as a financial analyst and working his way up to become an Assistant Vice President of LPL’s CFO Solutions offering. Parker was an inaugural Virtual CFO for this program and contributed to the development, implementation, and refinement of the offering. As a Virtual CFO, Parker was a dedicated resource to financial advisor businesses across the country for business valuation enhancement, strategic growth, enterprise efficiency & profitability, and capital access support. Fortunately, he got out before his soul could be crushed by corporate America!

Parker’s educational merits consist of a bachelor’s degree in Economics from San Diego State University, a Professional Accounting Certification from UCSD Extension, and Series 7/66 securities licensing (inactive). Parker prides himself on bringing the requisite levels of expertise, enthusiasm, and commitment to the table in order to see successful engagements through to completion.

Fun Facts: At 6’5” tall, Parker is in the 99.4 percentile of height for American men (but no, he doesn't play basketball...but he should). Parker loves to stay active and outdoors with some of his favorite activities being traveling, hiking, camping, yoga, Peloton, running, surfing, and snowboarding (requirements for anyone living in San Diego). Other hobbies include cooking (homemade pasta and homemade sushi are favorites), and spending time with his wife Shannon and new baby girl.