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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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3 min read

SRG Announces the Sale of Washington-based RIA

By Succession Resource Group on Jun 28, 2024 12:42:50 PM

PORTLAND, Ore.--()--Succession Resource Group (SRG) announced the sale of Washington-based Registered Investment Advisor (RIA), Evergreen Wealth Management Services, Inc. (EWMS) to a larger San Francisco, California RIA with more than $500 million in assets under management (AUM), led by a CFA and CPA. The sale represents more than $60 million in AUM, putting the acquiring firm over $600 million in AUM.

3 min read

Succession Resource Group Among Inc.’s Annual List of Best Workplaces for 2024

By Succession Resource Group on Jun 20, 2024 4:00:00 AM

SRG named among best workplaces for established excellence  

Topics: SRG Blog Press Release
3 min read

2024 Advisor Valuations Rebound to All-Time Highs

By David Grau Jr. on Feb 22, 2024 10:33:13 AM

PORTLAND, Ore. (Feb. 22, 2024) — Succession Resource Group, Inc. (SRG) published its eighth annual review of advisor acquisition activity, unveiling key trends for advisors interested in buying, selling, and succession planning. In this most recent data release, SRG reported on 188 transactions representing more than $25 billion in assets under management. Despite a high-interest rate environment, the M&A market was driven by strong demand, access to capital, increasing valuations, and shifting seller preferences toward larger buyers with the ability to scale. The average RIA/recurring revenue multiple reached 3.02, highlighting a resilient and sustained M&A market.

Topics: selling Press Release
2 min read

Succession Resource Group (SRG) Announces Expansion of myCompass Platform for Enhanced Client Experience

By Succession Resource Group on Jul 10, 2023 11:20:44 AM

PORTLAND, Ore. (July 10, 2023) – Succession Resource Group (SRG), a consulting firm focused on helping professionals in the financial services, insurance, and tax planning industries value, improve, protect, grow, and plan for the eventual transition of their business - is excited to announce the expansion of its innovative myCompass platform. The platform, designed to streamline client communication and project management, has been further enhanced to provide an even more comprehensive and efficient experience for clients.

Topics: mycompass
2 min read

Succession Resource Group Named a Finalist in the 2023 Industry Awards

By Succession Resource Group on Jun 27, 2023 11:35:14 AM

Portland, OR (June 27, 2023) — Succession Resource Group (SRG), an M&A consulting firm that works nationwide with financial advisors, agents, and accountants, announced today that it has been named a Finalist in the 2023 Industry Award (the “Wealthies”) in the category of Succession/Ownership Transition Services Non Custodian/Broker Dealer category for its Annual Advisor M&A and Equity Update. The update is published at the beginning of Q1 and Q3 every year, with the 2023 January release based on the largest dataset to date, sharing the most sought-after intel, including historical and current RIA valuation multiples at a national/regional level, average deal structures, financing trends, KPIs based on size, and compensation data.

Topics: SRG
2 min read

Succession Resource Group (SRG) Expands Core Team With Another Industry Expert

By Max Kroll on Apr 12, 2023 2:14:56 PM

Julia Sexton, CVA, brings extensive industry experience in valuations, mergers, and teaming, expanding SRG’s capabilities.

Topics: Succession Resource Group
3 min read

Succession Resource Group (SRG) Expands Its Team of Specialized Experts with New Director of Valuations

By Max Kroll on Feb 28, 2023 6:00:00 AM

SRG continues attracting top talent as the leading industry authority on succession planning, business valuations, deal structuring, equity management, death/disability planning, mergers, and acquisitions.

2 min read

Succession Resource Group Celebrates Sale of Fee-Based Advisory Firm Through Seller Advocacy Program (SAP)

By Max Kroll on Aug 10, 2022 2:44:05 PM

PORTLAND, Ore. (Aug. 10, 2022) – Succession Resource Group (SRG) is happy to report another successful sell-side transaction with the sale of an AdvisorNet advisory practice based in Arizona. The practice, with approximately $50 million in assets under management, was acquired by Epic Trust Financial Group, LLC (Epic Trust). Epic Trust is owned by Jeff Lewis, who after rigorous negotiations to find a “win-win,” navigated the deal to a successful close with the assistance of Kristen Grau and Aliza Perry from SRG’s Seller Advocacy team.

Topics: SRG Press Release_Seller
2 min read

Succession Resource Group Announces Sale Of $65M AUM Ameriprise Franchise

By Max Kroll on Aug 10, 2022 1:50:54 PM

PORTLAND, Ore. (August 10, 2022) – Succession Resource Group (SRG) is thrilled to announce the sale of a California advisory practice run by Ms. Amanda Johnson (Johnson). After weeks of communicating with SRG’s member database (one of the largest in the industry), combined with support from field leadership with Ameriprise, more than 140 buyers were interviewed from across the country. With a well-run practice of 173 clients, her Northern California practice quickly rose to the top of the charts for SRG, gaining interest from many of Ameriprise’s top franchises.

Topics: Sale SRG Succession Resource Group
4 min read

Advocated Sale of $44.52M AUM Florida-based, Fee-only RIA Announced by Succession Resource Group

By Kristen Grau on Apr 5, 2022 9:01:38 AM

Barry Katz (Katz) of Caratel Financial Services (Caratel) sells well-established firm to Nicholas McElroy (McElroy) of PGI Wealth Management (PGI).


Topics: Sale Succession Resource SRG