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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.

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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 Partnership with SCF Securities – January 29, 2014

By David Grau Jr. on Jan 29, 2014 12:00:12 AM

SCF Securities and Succession Resource Group Team to Expand Acquisition/Succession Resources

(PORTLAND, OR – January 29, 2014) – Succession Resource Group, Inc. (SRG), the proven leader of acquisition and succession solutions and consulting for advisors in the financial services industry, is pleased to announce a new strategic alliance with SCF Securities, Inc., one of the industry’s premier boutique broker-dealers based in Fresno, California.

Topics: Press Release SRG Partners
2 min read

United Planners & SRG Partner – May 24, 2013

By David Grau Jr. on May 24, 2013 1:00:32 AM

United Planners Financial Services Announces LEAPS Program to Assist Advisors with Acquisition and Succession Needs

Successor Search Solutions include Coaching, Business Valuation and Succession Blueprint

Topics: Press Release SRG Partners