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
Parker Finot Headshot SRG v2 - Website

Valuation Director & Data Analyst

Areas of Expertise:

  • Strategic Consulting
  • Business Planning
  • Business Valuation
  • Financial Modeling & Analysis
  • Product Development
  • Presentations / Public Speaking
 

Parker Finot

Project Coordinator

Project Coordinator

Parker is our Project Coordinator and helps 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 making a foray into financial advising, 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 immensely 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.

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. Parker loves to stay active and outdoors with some of his favorite activities being traveling, hiking, camping, yoga, Peloton, running, surfing, and snowboarding. Other hobbies include cooking (homemade pasta and homemade sushi are favorites), spending time with family (especially Thanksgiving & Christmas!), and teaming up with his fiancé Shannon to find creative ways of keeping their dogs from taking over complete control of the Finot household.