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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

Ameritas Investment Company, LLC and Succession Resource Group Partner to Expand M&A Resources

May 12, 2021 8:13:00 AM

PORTLAND, Ore. (April 12, 2021) – Succession Resource Group, Inc. (SRG), a leading provider of acquisition and succession solutions and consulting for financial professionals, is pleased to announce a new strategic alliance with Ameritas Investment Company, LLC (AIC), a broker-dealer and registered investment advisor based in Lincoln, Nebraska.

The new alliance will better align SRG and AIC goals, helping AIC financial professionals grow through acquisition and develop their succession plan. AIC also expects the alliance will create a win-win, with their firm more likely to retain financial professionals and assets through SRG’s proactive consulting, resources, information, and reduced fees that are part of the alliance.

According to Kurt Shallow, Ameritas Senior Vice President - Agency & Advisor Distribution, and President of Ameritas Investment Company, LLC, “We are committed to helping our financial professionals have the resources they need to grow their firm and leave a legacy for the next generation of financial professionals and clients they serve. AIC sees succession planning as a critical part of both our firm’s long-term success and the success of our financial professionals. This is an exciting resource for our financial professionals, and we look forward to seeing how SRG can benefit our business.”

SRG’s President, David Grau Jr., MBA, expressed the excitement of his firm regarding the alliance and the opportunity to support such a forward-thinking company that understands the value of retaining a firm like SRG that is dedicated to their craft and serving the industry.

Grau added, “Having worked closely with AIC for many years, we are excited about deepening and formalizing our relationship. The work we do with financial professionals is not about a transaction or a sale. It’s about a transition of trust and ensuring the next generation can build on their predecessors. AIC understands succession isn’t an event; it’s a process, and a process that requires financial professionals to start with the end in mind. We can better facilitate this working closely as a team with AIC.”

The new program will kick off in July with SRG’s newest four-part interactive educational AUM Accelerator series, dedicated to helping AIC financial professionals better understand the M&A market today, financing trends, deal structuring alternatives, and strategies to find and close deals. Additional content and resources will continue to be provided throughout the remainder of 2021 and into subsequent years to ensure the topic remains top of mind for the business owner/financial professionals at AIC.

About Ameritas®
Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management; and public finance. Securities offered through affiliate Ameritas Investment Company LLC., member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services. For more information, visit

Hunter Reeves, Senior Media Relations Specialist
(402) 440-4381

About Succession Resource Group
Succession Resource Group, Inc. (SRG) is an award-winning succession consulting firm with decades of combined industry experience. SRG possesses a unique combination of skills, resources, and expertise to provide turnkey solutions helping advisors understand the value of their business, develop strategies to improve that value, protect the value with proper agreements and plans, grow through M&A, and create/execute their exit strategy.

For more information, visit

David Pan, Marketing & Brand Manager
(503) 683-8959 ext. 1307


David Pan

Written by David Pan