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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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Max Kroll

Max Kroll

Recent posts by Max Kroll

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