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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Our Team

 

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David Grau Jr., MBA

Founder/CEO
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Kristen Grau, CPA, CVA, CEPA

Executive Vice President
Nicole Frey (400 × 400 px)

Nicole Frey, CFP®

Director of Team Solutions
Julia Sexton - Square

Julia Sexton, CVA

Director of Strategic Organizational Planning
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Ryan Grau, CVA, CBA

Director of Valuations
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Parker Finot

Director of Transaction Advisory Services
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Aliza Perry

Project Coordinator
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John Roxburgh

Project Coordinator
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Gracie Jaeger

Project Administrator
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Jordon Segura

Project Administrator
David M.

David Mueller

Project Administrator
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Mikaela Devine

Office Manager & HR Coordinator
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Robin Tippie

Administrative/ Accounting Assistant
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Nicole Sinclair

Business Development Manager
Rainier Ray-1

Rainier Ray

Business Development Specialist
David Pan-1

Kuo-Husan "David" Pan

Marketing Manager
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Cliff Weiler

Applications Engineer
 

Join our team

Succession Resource Group is a local Portland, Oregon based consulting firm specializing in helping financial service professionals and other small business owners with acquisition, mergers, valuation and succession planning. We are always looking for driven professionals who are eager to learn, committed to excellent client service, and excited the work they do. We are a fast growing company and are always looking for talent that is eager to learn and grow.

If you are interested in learning more about the employment or internship opportunities at SRG, please email your cover letter and resume  to careers@successionresourcegroup.com or visit our Careers page for current openings.
 

 

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