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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 Ranked in Oregon’s 2017 Top 100 Fastest Growing Companies

Jun 26, 2017 12:44:35 PM

Portland, Ore. (June 26, 2017) – Succession Resource Group, Inc. (SRG), a Portland based succession consulting firm, is proud to be ranked as one of Oregon’s fastest growing private companies in the Portland Business Journal’s top 100 list.

Focusing on helping the financial services industry (independent investment advisors, CPAs, and insurance agents) with business valuation, buying, merging, selling and succession planning, SRG has increased its revenue 500% in just the last four years.

“Building this business has been a blast,” David Grau, Jr., the President of SRG, said. “We have amazing clients, a wonderful staff and a truly unique combination of solutions. All of our consulting expertise, form contracts, tax strategies and lending resources are tailored for the unique attributes of the financial services industry. We are excited to be a leader in the succession arena and even more excited to be doing it here in Portland, Oregon.”

With a full-time staff of nine, SRG plans to add additional valued team members in 2017 and 2018.

Erik Pahlow, the executive vice present of SRG, added, “Our clients come first, but our staff is a close second. We are committed to a fair wage and supporting a healthy work-life-balance. We demonstrate this commitment through a minimum hourly pay of $17, volunteering in the community quarterly, and providing many unique benefits for our staff.”

To continue growing and better serving clients, Succession Resource Group has teamed with industry expert David Hansen – a wildly successful financial advisor – to launch the Elite Advisor Institute.

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

David Pan – PR & Marketing Coordinator
Phone: (503) 427-9910

Topics: Press Release
David Pan

Written by David Pan