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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srg-employment-entityImprove Services

Entity Services

SRG's Entity Formation program helps advisors create and/or formalize how they use a more robust equity structure, such as a corporation or limited liability company. Whether working under an independent broker-dealer (IBD) or corporate RIA, our experts will help select the appropriate entity to suit your needs, then ensure you use the entity correctly and appropriately to limit your personal liability, minimize taxes, and create a business model designed to last. We provide all the necessary documents, specifically tailored for our unique industry, to ensure you are properly structured to meet your goals.


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Employment Resources

SRG works directly with you and your team to assist with all of your employment needs, including the most critical items:

  1. Compensation research
  2. Compensation plan design
  3. Industry specific employment, affiliation, and contractor agreements tailored for your needs

Our industry experts have years of experience identifying areas of risk and providing customized solutions.


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Equity Sharing Plans

Leveraging our extensive industry knowledge and effective equity sharing strategies, SRG's team of experts will provide one-on-one consultation as needed to help you understand the variety of equity sharing alternatives, pros and cons of each, provide clear recommendations, and then deliver the actual resources necessary to implement them successfully. SRG has developed a variety of equity and phantom equity strategies, including our Liquidation Rights plan, Equity Appreciation, and NextGen Investor Plan.


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