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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 Ranks on the 2019 Inc. 5000 List of America’s Fastest-Growing Private Companies

Aug 20, 2019 8:00:43 AM

PORTLAND, Ore. (Aug. 20, 2019) – Succession Resource Group (SRG) is proud to be named as the third largest Oregon company in the financial services industry on this year’s Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. SRG joins the ranks of other notable Inc. 5000 honoree alumni including Intuit, Microsoft, Pandora, Patagonia, and Oracle. SRG was also ranked for the second time in the Top 100 Fastest Growing Companies by the Portland Business Journal in 2019.

“The companies on this year’s Inc. 5000 have followed so many different paths to success,” says Inc. editor in chief James Ledbetter. “There’s no single course you can follow or investment you can take that will guarantee this kind of spectacular growth. But what they have in common is persistence and seizing opportunities.”

SRG identified an underserved market of aging advisors who needed innovative succession and valuation solutions and launched in the summer of 2012. The company helps independent Registered Investment Advisors, independent broker-dealer advisors, CPAs and insurance agents with valuation, buying, merging, selling, and succession planning, throughout the US.

“We are proud to be recognized by Inc. We have focused on driving sustainable growth and providing our clients with an amazing experience, which can be challenging to maintain that balance as you expand. We’ve been able to achieve both, thanks to our amazing team and partnerships” said David Grau, Jr., President of SRG.

The 2019 Inc. 5000 honorees achieved an astounding three-year average growth of 454 percent, and a median rate of 157 percent. The Inc. 5000’s aggregate revenue was $237.7 billion in 2018, accounting for 1,216,308 jobs over the past three years. Contributing to this staggering growth was Succession Resource Group, 71.5% growth in 2018 with its team of 13 staff.

About Succession Resource Group
Succession Resource Group is a succession consulting firm specialized in helping advisors value, protect, merge/buy, and sell their financial advisory practice. With decades of combined industry experience, SRG brings a unique combination of skills, resources and industry expertise to help advisors.

Succession Resource Group
David Pan – PR & Marketing Coordinator
Phone: 503-683-8959, ext. 3

Topics: Press Release
David Pan

Written by David Pan