Sellers

We can help you complete a deal. Where are you right now in your process?

Buyers

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

MyCompass

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.

JOIN MYCOMPASS

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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Selling & Succession Services

Seller Advocacy

SRG's Seller Advocacy program is designed to take the hassle out of the transition process, allowing you to focus on your clients while we work to find you the ideal succession candidate and negotiate to get you the best deal. Our team of experts leverage our knowledge, robust pool of buyers, industry experience, resources, and form contracts to get you the best buyer, best price, and best terms. Our customized form contracts, close relationships with lenders, broker-dealer/custodians, TAMPs, and the inclusion of your professional counsel will help ensure your succession success.

 

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Succession Planning

Developing an equity sharing plan or succession plan to transition your business to the next generation of owners will ensure that your business continues to thrive long after you have stopped working. Each plan is uniquely customized to you, providing you and your successor(s) a "playbook" of what to do and when to do it, developed with and for you. SRG works with all interested parties to clearly map out effective strategies, evaluate each based on detailed pro forma cash flow models, and then provide the form agreements needed to consummate the plan - ensuring the owner/founder and successors have a turnkey solution.

 

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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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Merger Support

Working closely with all vested parties, our merger support service helps turn transactional mergers into true strategic alliances. Utilizing comprehensive consulting, implementation, and support services, we assist financial services firms in identifying and resolving critical gaps, and aligning resources to maximize merger value.

 

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Advisor Merger Support

SecondLook™

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.

 

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