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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

Succession Resource Group Wins Three ThinkAdvisor Luminaries Awards

Nov 10, 2021 5:04:29 PM


PORTLAND, Ore. (Nov. 10, 2021) – Succession Resource Group, Inc. (SRG), a Portland-based
succession consulting firm, is proud to announce that it was nominated and won three 2021 ThinkAdvisor Luminaries awards. SRG has won the Products, Programs & Services
category in two segments — Dealmaking and Thought Leadership & Education — for their newest four-part buyer-focused webinar series, the AUM Accelerator Series. The webinar series was offered free to the financial services industry to assist the growing number of financial advisors actively looking to grow inorganically, but with limited or no acquisition experience or resources from their IBD or custodian.

“While experience is always one of the best educators, we have seen the interest in growing through M&A, but most advisors have trouble competing with the industry aggregators due to their lack of experience,” David Grau Jr., SRG’s founder and president, explained. “We created this series to provide the next generation of advisors with the tools and resources they need to be successful in growing their business and providing a smooth and orderly transition for advisors and their clients looking to exit the business.” The four-part series has been shared with and/or viewed by thousands of advisors around the country, and has received top marks from prior attendees (average score of 9.1 out of 10).

With almost two decades of experience working with independent RIAs and IBD advisors, David Grau Jr. was also given the Dealmaking and Growth Luminaries award for individuals.

David Grau Jr 2019 S

“David has dedicated his entire professional career to serving the financial services industry. He knows the value each of his clients brings to their community and how important it is to help every advisor create a lasting business. He has never settled for the status quo and always strives to ensure SRG can help as many advisors as possible with this critical subject,” Kristen Grau, EVP of SRG, added. “Our team at SRG are all very proud of him for his accomplishment. It is a testament to his work, his vision and our shared success.”

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.

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David Pan | Marketing & Brand Manager

Topics: Thinkadvisor
David Pan

Written by David Pan