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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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LPL Financial Announces Vendor Affinity Program & Inclusion of Succession Resource Group

By David Grau Jr. on Aug 25, 2015 9:10:28 AM

PORTLAND, OR--(Marketwired - August 25, 2015) - Succession Resource Group, Inc. (SRG), the industry leader of acquisition and succession solutions for financial advisors, is pleased to announce its selection for inclusion in LPL Financial's new Vendor Affinity Program. The program is a new initiative designed to help advisors reduce the complexity and costs of running their businesses by offering a central repository of vendors who have been reviewed by LPL, the nation's largest independent broker-dealer*. LPL advisors can access the tools and expertise provided by SRG to leverage practice acquisition and succession planning as short and long-term growth tools.

SRG's solutions can help LPL advisors value, refine, protect, grow, and eventually transition their most valuable asset -- their business. SRG's solutions compliment LPL's internal consulting team to enable LPL advisors to receive comprehensive industry expertise/perspective and provide access to SRG's growing pool of customized valuation and succession tools. "At LPL, we remain committed to developing smarter and simpler ways to do business," said Dan Arnold, President of LPL. "The Vendor Affinity Program is a tangible way that LPL's scale can directly impact our clients' bottom line and further underscores the value in affiliation with LPL."

Founder & CEO of SRG, David Grau Jr., MBA said his firm is excited about the alliance with LPL Financial given how closely aligned SRG, LPL, and advisors' goals are for building businesses with sustainable and transferable value. "Succession planning is about building something for the next generation, for both advisors and their clients," said Grau. "Yet, industry-wide, less than 1 in 10 advisors has taken any meaningful steps towards planning for their eventual transition. If the average advisor was 40 years old, we could all keep our heads in the sand. But the average advisor is now in his or her mid 50s, so it's nice to find a partner as committed as we are to building sustainable advisor practices and raising the bar on succession planning industry-wide."

For more information on the alliance between SRG and LPL Financial, LPL advisors can visit:

*Based on total revenues, Financial Planning magazine, June 1996-2015

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the financial advice market and serves $486 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,100 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $112 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of June 30, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,385 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

About Succession Resource Group (SRG)
Succession Resource Group is a consulting firm committed to helping financial advisors with their acquisition and succession needs. Founded and led by David Grau Jr., MBA, a succession planning consultant for nearly a decade working with financial professionals, SRG provides turnkey customized acquisition and succession planning solutions to a variety of professional service firms nationwide, helping both individuals as well as providing firm-wide solutions for broker-dealers and custodians. SRG's suite of services includes business valuation, contingency planning, business structuring and equity compensation strategies, succession planning, acquisition/seller search and sale support (including personal consulting, deal structuring, tax strategies, checklists, transition packet, and comprehensive customizable form contracts), and personalized consulting from industry experts. For more information on Succession Resource Group visit

Topics: David Grau Jr Succession Resource SRG Succession Resource Group Press Release Dan Arnold LPL SRG Partners Vendor Affinity Program