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




Talk With Our Business Development Team to Learn More

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