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...

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2 min read

Succession Resource Group (SRG) Announces Expansion of myCompass Platform for Enhanced Client Experience

By Succession Resource Group on Jul 10, 2023 11:20:44 AM

PORTLAND, Ore. (July 10, 2023) – Succession Resource Group (SRG), a consulting firm focused on helping professionals in the financial services, insurance, and tax planning industries value, improve, protect, grow, and plan for the eventual transition of their business - is excited to announce the expansion of its innovative myCompass platform. The platform, designed to streamline client communication and project management, has been further enhanced to provide an even more comprehensive and efficient experience for clients.

Topics: mycompass
2 min read

Succession Resource Group Launches MyCompass and New Website

By David Pan on Nov 12, 2021 10:06:10 AM

Topics: mycompass secondlook aquireedge