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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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Succession Resource Group Gives Free M&A Consulting at 2018 LPL Focus Conference

Jul 23, 2018 12:05:44 PM

Free Consultation Pre-Registration is open for Conference Attendees

Portland, Ore. (July 19, 2018) – Succession Resource Group (SRG) is excited to participate in the 2018 LPL Focus Conference in Boston, MA, from July 29 to August 1, and will be bringing three industry experts to provide free one-on-one consultations in their private meeting area at booth #30. These sessions will be focused on providing advice from experts with more than 30+ of combined experience who work with LPL advisors everyday.

Attending from SRG will be David Grau Jr., Erik Pahlow, and Nicole Frey, providing expert advice and recommendations related to:

  • Advisor value, valuation
  • Current trends in the industry related to:
    • Compensation best practices for staff
    • Equity sharing strategies
    • Deal structuring and financing options
  • Mergers and acquisitions, including sourcing strategies;
  • Succession planning and seller-side representation;
  • Compliant entity formation and use;
  • Teaming resources and best practices;
  • Advisor death/disability agreements and best practices.

Attendees at the 2018 LPL Focus Conference can pre-register for the consultation at

25-Minute Free Consultation Schedule
Monday, July 30:
7:00 a.m. – 4:30 p.m. EDT (19 available slots)
Tuesday, July 31:
7:00 a.m. – 2:30 p.m. EDT (15 available slots)

About Succession Resource Group
Succession Resource Group, Inc. is a 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