2026 Year-End Planning
Valuation
Entity Support ServicesEntity Maintenance ProgramEquity Sharing Plans
HR Solutions – Compensation Design
Talent Strategy Report
HR Solutions – Employment Agreements
Contingency Planning
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Succession PlanningSuccession Maintenance ProgramSeller Advocacy
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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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