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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Our Team



Our Team


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Kristen Grau, CPA, CVA

Executive Vice President
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Nicole Frey, CFP®

Project Manager

Josh Clifford, CVA

Valuations Director & Data Analyst


Hattie Everroad, J.D.

Project Administrator

Aliza Perry

Project Administrator

Nicole Sinclair

Business Development Manager

Kuo-Hsuan "David" Pan

Marketing & Brand Manager

Robin Tippie

Director of First Impressions

John Roxburgh

Project Administrator
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Cliff Weiler

Applications Engineer
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Parker Finot

Project Coordinator
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Mikaela Devine

Administrative Assistant


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 or visit our Careers page for current openings.