Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
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.
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...
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.
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.
The excitement of selling your current business can blur the details of even the best and seemingly straightforward deals.
Your business has significant value; you should have confidence that you are being well represented throughout the deal process.
Our second look service includes:
Once we receive the offer letter information, we guarantee the SecondLookTM report within 7 calendar days.
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.
SecondLook™ is for all sellers who are trying to assess their options.
Anyone who has received an offer and would like more context before making a decision.
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.
We will review up to three offers for any one seller within a 12-month period.
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.
Kristen Grau, CPA, CVA, Executive Vice President
Aliza Perry, Project Administrator
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.
SecondLook™ is for all sellers who are trying to assess their options.
The seller would engage for the SecondLook™ service.
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.
We will review up to three offers for any one seller within a 12-month period.
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.
Kristen Grau, CPA, CVA, Executive Vice President
Aliza Perry, Project Administrator
What would happen to your business, your clients and the value of the company, if something where...