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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

SRG Facilitates Strategic Alliance Between Pension & Wealth Management Advisors and Kastel Capital Advisors, LLC

By David Pan on Sep 12, 2019 8:00:43 AM

Portland, Ore. (Sept. 12, 2019) – Succession Resource Group (SRG) is pleased to announce a strategic alliance between two Massachusetts-based investment advisory organizations: Pension & Wealth Management Advisors (PWM) and Kastel Capital Advisors, LLC (Kastel). The alliance will represent a team of five experienced fiduciary advisors managing more than $150 million in assets under management from individual and institutional clients in 22 states.

Topics: Press Release
2 min read

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

By David Pan on 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.

Topics: Press Release
2 min read

Succession Resource Group Announces Sale of $420 Million AUM Ameriprise Advisory Practice

By David Pan on Aug 13, 2019 8:00:41 AM

Portland, Ore. (Aug. 13, 2019) – Succession Resource Group (SRG) is excited to announce the sale of Orlando, Florida based Santiago & Associates (Santiago), an Ameriprise Platinum Financial Services practice owned and operated by Conrad Santiago, an independent Private Wealth Advisor affiliated with Ameriprise with $420 million in assets under management. The purchaser, Brent Trentham of The Trentham Urquhart Group (Trentham), is based in Tennessee and was named one of Forbes Best-in-State Advisors of 2019 and Barron's® "Top 1,200 Financial Advisors: State-by-State Ranking”. Mr. Trentham was also a member of the Chairman’s Advisory Counsel (CAC) from 2005-2016.

Topics: Press Release
1 min read

Succession Resource Group Helps Commonwealth Retain $49 Million in Advisory Assets

By David Pan on Aug 7, 2019 8:00:48 AM

Portland, Ore. (Aug. 7, 2019) - Succession Resource Group (SRG) is excited to announce the sale of Washington-based firm Lighthouse Financial Strategies, Inc. (owned and operated by Steven Holmes) to Nate Oeming and Tim Mahalak of The Oeming Group (Oeming-Mahalak). The financial advisory practice sale represented over $49 million in assets under management, with all assets retained on Commonwealth Financial Network’s platform.

Topics: Press Release Press Release_Seller
2 min read

Succession Resource Group Ranked in Oregon’s 2019 Top 100 Fastest Growing Companies by Portland Business Journal

By David Pan on Jul 10, 2019 8:00:30 AM

Portland, Ore. (July 10, 2019) – 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, ranking #62. This is the second time SRG has been given this award in the last five years. SRG received the recognition as a result of its continued success, increasing its revenue 77.31% in just the last two years.

Topics: Press Release
2 min read

Succession Resource Group Expands Partnership with PPCLOAN

By David Pan on Apr 29, 2019 1:38:01 PM

Portland, Ore. (April 29, 2019) – Succession Resource Group (SRG) announced their expanding strategic alliance with PPCLOAN, jointly providing no-cost consultation at all the major RIA conferences in 2019. This initiative is based on two key trends in the marketplace:

  1. Based on SRG deal data from 2018, almost three-quarters (73%) of all deals rely on bank financing;

  2. Finding a knowledgeable and reliable source of capital has proven challenging for SRG clients, despite the spike in the number of lenders and recruiters trying to provide or broker loans.

Topics: Press Release
2 min read

Succession Resource Group Partners with Pinnacle to Provide New Lending Solution

By David Pan on Apr 4, 2019 8:00:56 AM

Portland, Ore. (April 4, 2019) – Succession Resource Group (SRG) is announcing a new alliance with Pinnacle Commercial Capital (Pinnacle) to provide advisors a lending solution unlike those of SRG’s existing lending partners.

Topics: Press Release
2 min read

Succession Resource Group Closes NW Based Willamette Financial Group Sale

By David Pan on Mar 20, 2019 9:51:36 AM

Portland, Ore. (March 20, 2019) – Succession Resource Group is pleased to announce the sale of Rex Brenton and Karen Curry of Willamette Financial Group (WFG) to Jon D. Lawry and W. Nick de Freitas of Lawry | de Freitas Wealth Management. The sale represented over $81 million in assets under management in the Portland, Oregon metro area.

Topics: Press Release Press Release_Seller
2 min read

Succession Resource Group Closes Deal Between Dot Mechtenberg and Scott Forsyth

By David Pan on Feb 26, 2019 8:00:29 AM

Portland, Ore. (Feb. 26, 2019) – Succession Resource Group is excited to announce the sale of Denver-based advisor Dorothy “Dot” Mechtenberg of Dot Mechtenberg, Inc. to Scott Forsyth of Capital Management Group. Both advisors are under Geneos Wealth Management, a boutique Colorado based RIA and independent Broker-Dealer. The sale represented over $75 Million in assets under management transitioned with all assets being retained on the Geneos platform.

Topics: Press Release Press Release_Seller
2 min read

SRG Closes Fieldstone Financial Management Deal with FourStar Wealth

By David Pan on Feb 14, 2019 2:09:01 PM

Portland, Ore. (February 11, 2019) - Succession Resource Group (SRG) is excited to announce the 4th transaction of the 2019 calendar year, with the sale of Boston based RIA – Fieldstone Financial Management to FourStar Wealth Advisors. FourStar is led by CEO Brian Kasal, who has taken his already successful Chicago based RIA with approximately $117 million in assets under management in its first five years in business to $350 million with this acquisition.

Topics: Press Release Press Release_Seller

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