Sellers

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Buyers

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

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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.

It is that simple.

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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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Company
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Secondlook_header-1

Secondlook TAg

Let Us Help You Get the
Best Deal With SecondLook™

Make Sure You Are Getting the Best Deal

Selling your financial services business can be one of the biggest decisions of your life. Outside perspective from a team of experts can be invaluable for improving deal value and providing peace of mind.

Our SecondLook™ service is a free review of your deal; our team of M&A consultants will help you understand whether the offers you have received are fair and appropriate for your business, and uncover critical (often overlooked) details.

SecondLook™ Features

Zero Cost

Get a free assessment of the offer and recommendations of what you should be getting — all at no cost. Want more support and details you can leverage? Check out our Premium service.

Peace of Mind

The excitement of selling your current business can blur the details of even the best and seemingly straightforward deals.

Service at a Glance

Your business has significant value; you should have confidence that you are being well represented throughout the deal process.

  • What's included?

    Our second look service includes:

    • You will receive a 2-page summary comparing the quality of your offer looking at criteria such as: overall offer rating, seller risk, payment terms, taxation, and compensation.
    • We will also offer a 30 minute consultation call following receipt of SecondLookTM.

    Preview a sample report »

  • How long is the process?

    Once we receive the offer letter information, we guarantee the SecondLookTM report within 7 calendar days.

  • How to get started?

    Fill out our contact form, call us, or schedule a call.

    (503) 427-9910

    SCHEDULE CALL

Pricing

Starter Premium

$ 0
 $ 6
$ 3,000
 $ 7
Features
Single Point of Contact
You will be assigned your team based on several factors, such as package, availability, and complexity of your project.
Consultation Call(s)
Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects.
1 Consultation Call
2 Consultation Calls
Email Support
Sometimes you just have a quick question! We are happy to address any questions, changes, or thoughts via email.
Offer Letter Review
1 Offer Letter Review
1 Offer Letter Review
Written Offer Letter Analysis
Written Recommendations
  Get Started! GET STARTED

Frequently Asked Questions

  • What is SecondLook™?

    The goal of SecondLook™ is to review the details of an offer letter provided to a seller and provide a seller a summary of the overall quality of each offer, as well as a more detailed analysis of key categories that should be addressed.

  • Who is SecondLook™ for?

    SecondLook™ is for all sellers who are trying to assess their options.

  • Who should engage for SecondLook™?

    Anyone who has received an offer and would like more context before making a decision.

  • What do I need to provide?

    To complete the SecondLookTM, we request the offer from the buyer and any other supplemental information that you believe would be helpful for our analysis.

  • How many times can I complete SecondLook™?

    We will review up to three offers for any one seller within a 12-month period.

  • How is SRG different?

    SRG has years of experience creating entities for our clients. We know your industry. And, we have helped our client's family's and legal counsel put these plans into action when something has happened. This is the experience we bring to each client's plan. 

    We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely solution as the industry changes.

    We are neutral. We are not affiliated with a broker-dealer or custodian and can provide the advice that is best for you. We also pride ourselves on service - providing high-touch, high-quality solutions to our clients.

  • How do I get started?

    Contact us!

    (503)427-9910

    Schedule a Call

  • Who would I be working with?

    headshot-kristen

    Kristen Grau, CPA, CVA, Executive Vice President

    Learn more about Kristen

     

    headshot-aliza

    Aliza Perry, Project Coordinator

    Learn more about Aliza

     

    Jordon_Segura

    Jordon Segura, Project Administrator

    Learn more about Jordon

 

  • What is SecondLook™?

    The goal of SecondLook™ is to review the details of an offer letter provided to a seller and provide a seller a summary of the overall quality of each offer, as well as a more detailed analysis of key categories that should be addressed.

  • Who is SecondLook™ for?

    SecondLook™ is for all sellers who are trying to assess their options.

  • Who should engage for SecondLook™?

    The seller would engage for the SecondLook™ service.

  • What do I need to provide?

    To complete the SecondLookTM, we request the offer from the buyer and any other supplemental information that you believe would be helpful for our analysis.

  • How many times can I complete SecondLook™?

    We will review up to three offers for any one seller within a 12-month period.

  • How is SRG different?

    SRG is the best at what we do.

    We focus solely within the financial services industry.

    We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.

    We are neutral. We are not affiliated with a broker-dealer or custodian.

    We pride ourselves on service - providing high-touch, high-quality solutions to every client every time.

  • How do I get started?

    Contact us!

    (503)427-9910

    SCHEDULE CALL

  • Who would I be working with?

    Kristen Grau

    Kristen Grau, CPA, CVA, Executive Vice President

    Learn more about Kristen

     

    Aliza Perry

    Aliza Perry, Project Administrator

    Learn more about Aliza

Schedule an Appointment

Talk with Our Business Development Team to Learn More

Schedule an appointment to learn more about our SecondLook™ service.

SCHEDULE CALL
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