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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Value Services

Valuation

The valuation provides advisors with an objective, 3rd party opinion of value based on actual comparable sales in the financial services industry.

Leveraging our proprietary nationwide database and extensive expertise, our valuation service provides the most current and accurate valuation of your financial services business. Our team has expertise valuing independent RIAs, IBDs, securities practices, accounting practices, insurance agents/agencies, and OSJs. During the process, the SRG team also helps identify key value drivers and detractors, helping you understand your value as you plan for succession, equity sharing, buying a practice, creating a death and disability plan, or benchmarking.

Valuation Approach

FA CMA Valuation Tiers offer either market-based or income-based approach. 

Tiered Options

Different valuation tiers for varying revenue types from under 1m revenue to 5m+ revenue.

Certified Valuation Report

Our appraisers hold the Certified Valuation Analyst (CVA) Designation.

Learn More about Valuation Services


Appraisal 

The Appraisal is custom-tailored valuation solution for advisors who would like a more comprehensive analysis. This enterprise-level appraisal provides an analysis leveraging the three traditional valuation methods, including market-based, income-based, and asset-based.

While many appraisals rely solely on software or industry averages, or are done by industry experts lacking appropriate training and credentials, SRG’s team has both the industry expertise and training/certifications. Our approach is to work closely with your team to understand the data, then provide an accurate and actionable report that provides advisors with a comprehensive understanding of their business based on a specific set of criteria.

Approach

Our Appraisal combines an income-based, asset-based and market based approach. 

Unlimited Consultation Time

As the most comprehensive service, we offer unlimited consultation.

Certified Valuation Report

Our appraisers hold the Certified Valuation Analyst (CVA) Designation.

Learn More about Appraisal Service

Starter Business Premium+ Enterprise
Price Market Based
$ 899
$ 6
per valuation
Market-Based
$ 3,500
$ 7
per valuation
Income-based
$ 6,500
$ 29
per valuation
Market/Asset/Income-based
$ 10,000
$ 79
per appraisal
Features
Certified Valuation
Our appraisers hold the Certified Valuation Analyst (CVA) Designation.
Single Point of Contact
Your point of contact would either be Josh Clifford or Kristen Grau, who both hold the Certified Valuation Analyst (CVA) designation.
Industry Specific Questionnaire N/A
Consultation Call(s)
KPIs & Benchmarking
Mid-Year Valuation & Benchmarking Update
Complimentary Tier 1 Valuation
 
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I liked the way Nicole Frey, Renata Hoeckel and Kristen Grau took the time to explain each aspect of the planning process. They were very patient with me.
— Scott M.
Straightforward and understandable. It is very interesting seeing how my practice measures up against others in the various categories.
— Kyle W.
I am very grateful I used SRG both for valuations and for Seller Advocacy. The services I received were professional, gracious, and very helpful. Results exceeded expectations.
— Richard C.