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



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

Ryan Grau, CVA, CBA

Director of Valuations

Parker Finot

Director of Transaction Advisory Services

Aliza Perry

Project Coordinator

John Roxburgh

Project Coordinator

Gracie Jaeger

Project Administrator

Jordon Segura

Project Administrator
David M.

David Mueller

Project Administrator

Mikaela Devine

Office Manager & HR Coordinator

Robin Tippie

Administrative/ Accounting Assistant

Nicole Sinclair

Business Development Manager
Ali Sova

Ali Sova

Business Development Representative
David Pan-1

Kuo-Husan "David" Pan

Marketing Manager

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 or visit our Careers page for current openings.