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


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


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.


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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Request a Speaker


Looking for a speaker for your next event?

Succession Resource Group travels nationwide to speak on valuation, succession planning and M&A trends. 

Sample Presentation Topics: 

  • Practitioner to CEO – Controlling the Value of Your Business
  • Secrets of Succession – A guide for buyers, sellers and everything in between
  • Advisor M&A Forum
  • Building Value in Your Practice
  • Employees and the Value of Your Business – A Checklist for Success
  • How to Find, Negotiate and Close a Deal
  • Buying and Selling a Financial Services Business
  • Protecting Your Business and Value


Contact us to learn more
Speaking Fee: $2,500*

*We partner with over 20 BD partners to reduce or eliminate the cost of our speaking fee. Contact us to find out how we can work with you. 


Tier One Tier Two FPA Events
Event Pricing
$ 2,500
$ 6
+ Travel Fees

$ 0
$ 7
+ Travel Fees

$ 0
$ 29
+ Travel Fees
Speaking venue with less than 50 attendees
Speaking venue with more than 50 attendees
Coordination with Event Coordinator
Selection of Presentation Topics
Additional travel reimbursement cost
Including coach class airfare, transportation (taxi, rental car, gasoline), lodging and meals (limited to $75 per day) for duration of the stay.



Talk With Our Business Development Team to Learn More

Schedule an appointment to learn more about our deal support services.