We can help you complete a deal. Where are you right now in your process?


Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:


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.


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 »

2 min read

Advisor Succession Experts Obtain Valuation Certification

Nov 8, 2017 3:33:37 PM

Portland, Ore. (November 8, 2017) - Succession Resource Group (SRG), the leading provider of succession and valuation services to advisors, is pleased to announce that Kristen Grau, CPA, CVA has earned the designation of Certified Valuation Analyst (CVA) from the National Association of Certified Valuators and Analysts (NACVA).

The CVA designation is an indication to the business, professional and legal communities that recipients have met the rigorous standards of professionalism, expertise, objectivity and integrity in the field of business valuation and related consulting disciplines. This CVA designation, established by the National Association of Certified Valuators and Analysts® (NACVA®), is the only valuation credential accredited by the National Commission for Certifying Agencies®.

David Grau Jr., President of Succession Resource Group, added, “Succession planning is such an important process for every advisor to consider, and valuation is the first step on that journey. We promote constant improvement and refinement personally and professionally, and are really excited to have Kristen obtain this additional credential as it will only help us better serve our clients.”

Applicants for the CVA certification must meet certain CVA qualifications, meet an experience threshold, attend Business Valuation Certification training, pass the CVA examination, maintain membership in NACVA, and renew their certification every three years.

Joining the company in 2012, Kristen acts as the company’s Valuations Director and assists with M&A transactions. Prior to joining SRG, she was an accountant at Moss Adams and Delap CPA, regional accounting firms in Portland, where she primarily focused on small business owners/individual tax returns and pass-through entities.

NACVA’s Mission is to provide resources to members and to enhance their status, credentials, and esteem in the field of performing valuations, financial litigation, and other related advisory services. To further this purpose, NACVA will advance these services as an art and science, establish standards for membership in the association, provide professional education and research, foster practice development, advance ethical and professional practices, enhance public awareness of the association and its members, and promote working relationships with other professional organizations.

About Succession Resource Group
Succession Resource Group, Inc. is a boutique succession consulting firm specialized in helping financial professionals value, protect, merge/acquire, and develop exit strategies for their business. With decades of combined industry experience, SRG possesses a unique combination of skills, resources and expertise to help advisors understand the value of their business, develop strategies to improve that value, protect it with comprehensive contingency and succession plans, and grow through acquisition.
For more information on Succession Resource Group, visit

Media Contact
David Pan
PR & Marketing Coordinator
Phone: (503) 683-8959


Topics: Press Release
David Pan

Written by David Pan