Sellers

We can help you complete a deal. Where are you right now in your process?

Buyers

Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:

MyCompass

Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.

Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.

It is that simple.

JOIN MYCOMPASS

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...

Continue Reading »

srg_team
3 min read

2019 Advisor Mergers & Acquisitions Annual Review

By David Pan on Jan 21, 2019 8:00:13 AM

PORTLAND, Ore. (Jan. 21, 2019) — Succession Resource Group, Inc. (SRG) is publishing its fifth annual review on the M&A activities of RIA and securities professionals, recapping 2018 deal data and trends drawing on $88 million in third-party advisor sales and $6.7 billion in AUM transferred[1]. Based on the deals completed in 2018, total deal volume was up 37% and is expected to continue to increase into 2019, poised to see record deal volume should there be any major sustained market corrections. Other key findings listed in the 2019 Advisor Mergers and Acquisitions:

Topics: selling Press Release
1 min read

SRG Closes Berman Investment Advisors Deal with The Mather Group

By David Pan on Nov 30, 2018 8:00:23 AM

Portland, Ore. (Nov. 30, 2018) - Succession Resource Group (SRG) is excited to announce the sale of their client Steve Berman of Berman Investment Advisors (Berman) to The Mather Group (TMG) who was recently listed on InvestmentNews Top 25 Fastest Growing $1 Billion+ RIAs list and Barron’s Top 100 Independent Advisor list.

Topics: selling Press Release Press Release_Seller

Featured