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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 Wins 2019 WealthManagement.com Industry Award in Succession/Ownership Transition Services

Sep 19, 2019 10:24:49 AM

PORTLAND, Ore. (Sept. 19, 2019) – Succession Resource Group (SRG) is proud to announce it was nominated and won the 2019 WealthManagement.com Industry Award in the category of Succession/Ownership Transition Services for its “Shared Growth Model” strategy, nominated with Financial Advocates and Hamburger Law Firm. SRG was also named a finalist in the category of Industry Research Providers for its “Annual Advisor M&A Update.”

SRG’s newest succession strategy, referred to as its “Shared Growth Model,” eliminates the tax inefficiencies related to typical succession plans that are funded by cannibalizing the profits of the business but still allow Gen1 advisors to make equity available to Gen2 while maintaining Gen 1’s profits and control until retirement.

“We’re honored to receive this prestigious award from WealthManagement.com for our efforts in evolving advisor succession planning and the impact we’ve had,” David Grau Jr., SRG President, said. “The next generation of advisors is so important to our industry, and our strategies are designed to help get the current generation of advisors more excited about the prospect of building and sharing a business that can serve multiple generations of clients.”

For the Industry Research Providers category for its “Annual Advisor Mergers and Acquisitions (M&A) Update,” SRG was selected as a finalist competing alongside Bloomberg Tax, Chaikin Analytics, ECHELON Partners, Morningstar, Inc., and New Constructs, LLC.

“We want advisors to understand the business they built has tremendous value, and give them the ability to track and benchmark that value easily. Given the breadth of data we have on deals across our industry, our Annual M&A Report shines a spotlight on data and trends that used to be inaccessible,” Grau said. “We are pleased to see our work compared to such well-known finalists in the industry, and will continue to provide M&A insights to advisors.”

About Succession Resource Group
Succession Resource Group is a succession consulting firm specialized in helping RIAs, independent broker-dealer affiliated advisors, CPAs, and insurance agents value, buy/sell/merge, and develop exit strategies for their business. With decades of combined industry experience, SRG brings a unique combination of skills, turnkey resources, and expertise to help advisors from start to finish.

About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business – all from one site. Learn more about the WealthManagement Industry Awards at Events.

Topics: Press Release
David Pan

Written by David Pan

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