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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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2 min read

Nicole Sinclair Reaches Five-Year Mark with SRG

Sep 13, 2017 2:39:59 PM

“Congratulations Nicole, and thank you from all of us at Succession Resource Group. We have been honored to work with you and have you a part of our team these past five years. Your focus on assisting clients, dedication to timeliness, and sense of humor are a wonderful asset to our team and clients!” – The SRG Team

Portland, Ore. (September 13, 2017) – Today marks the five-year anniversary for Nicole Sinclair as the first employee of Succession Resource Group (SRG), a boutique consulting firm dedicated to helping financial professionals (advisors, agents, accounts) value, improve, protect, grow, and plan for the transition of their business. As a Portland, Oregon native, Nicole has been an essential part of SRG’s success – taking on any and every project and role within the firm to ensure that SRG’s reputation is strong and that all core principles are upheld!

As the Client Engagement Specialist, Nicole focuses her time working with financial advisors, insurance agents, CPAs, and broker-dealers/custodians nationwide to help them problem-solve and find solutions for their valuation, contingency plans, entity formation, mergers & acquisitions, and succession plan needs. She is also one of the faces at SRG events, workshops, and conferences, hosting the booths and meeting our clients.

Nicole’s core values – hard work, trust, commitment, and excellent follow-through are present in every part of her life. Ever a bright and positive light on the SRG team, Succession Resource Group applauds her love, dedication and achievements in her position with SRG. She also dedicates herself to continued improvement as an active member and former president of her Toastmasters chapter.  In her personal time, Nicole is dedicated to her family - her husband, Johnathan, and her son, Mason and is also a huge fan of the Portland Trail Blazers.

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

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


Topics: Press Release
David Pan

Written by David Pan