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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Growth & Acquisition Services

Aquire Edge

Once you have identified a seller, our dedicated team gets to work helping you buy-side to negotiate and close the deal. SRG will help you evaluate the opportunity, help you craft the initial buyer communication,  conduct detailed before and after-tax cash flow analysis, identify beneficial tax strategies, leverage the right financing, communicate and negotiate with the seller, and provide comprehensive resources to help you win the deal.


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Deal Support

SRG's Deal Support Services are for advisors who have found their respective buyer or seller and need help putting the deal together, then getting it across the finish line. We work with all sides of the deal and provide all necessary support and guidance, including compliance considerations, financing, tax considerations, client communication, and customized form contracts.


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Offer Letter

As a buyer, if you have found a potential seller and you are ready to submit an offer, it is critical to ensure you are able to quickly submit a comprehensive offer letter that works for you and is compelling for the seller. Leveraging SRG's expertise and knowledge of current M&A trends, our professionals will help you understand your deal structuring options (price, financing terms, tax structure, seller compensation package, etc.), review a variety of cash flow scenarios, and then prepare a written offer you can customize and submit. Our job is to prepare, ensure you make every decision with full information, and have best-in-class resources to help you win the deal.


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Seller Listings 

Through our acquisition support programs, we assist potential buyers in finding practices to acquire in multiple capacities – from our buyer profile program to our more comprehensive Seller Workshops. We can work passively or actively to help you gain greater market share.


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We work with a wide variety of industry lenders to help you get the funding you need in a timely manner and ensure that you are connected with the appropriate bank the first time, streamlining the process. Unlike mortgages for example, commercial lending for businesses has a tremendous amount of variation from one bank to the next, each having their own unique limitations and features. The site makes quick work of understanding your deal or financing needs and then matches you with industry lenders best suited for your needs, and best of all, provides you with reviews of each lender so you can make sure you work with the best partner.


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