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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 Announces Sale of California Fee-Only Practice to Bluesphere Advisors, LLC

By David Pan on Aug 27, 2021 11:30:00 AM

PORTLAND, Ore. (Aug. 26, 2021) – Succession Resource Group (SRG) is excited to announce the sale of California-based RIA, Empowering Financial Solutions, Inc. to Pennsylvania-based RIA, Bluesphere Advisors, LLC. This sale represents almost $50 million in assets under management (AUM) and expands Bluesphere’s presence and ability to serve clients coast-to-coast.

Topics: SRG Partner SRG Partners
3 min read

Ameritas Investment Company, LLC and Succession Resource Group Partner to Expand M&A Resources

By David Pan on May 12, 2021 8:13:00 AM

PORTLAND, Ore. (April 12, 2021) – Succession Resource Group, Inc. (SRG), a leading provider of acquisition and succession solutions and consulting for financial professionals, is pleased to announce a new strategic alliance with Ameritas Investment Company, LLC (AIC), a broker-dealer and registered investment advisor based in Lincoln, Nebraska.

Topics: SRG Partner SRG Partners