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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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Services

Value

Valuation

Improve

Entity Support Services
Entity Maintenance Program
Employment Resources
Equity Sharing Plans

Protect

Contingency Planning

Grow

AcquireEdge (AcE)
Deal Support
Advisor Merger Support
myCompass

Exit

Succession Planning
Seller Advocacy

Enterprise Consulting
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Marketplace
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Read All Articles

Recent Articles

12 Key Reasons to Assess Your Practice’s Value Annually

Trust Isn’t a Strategy: Protecting Your Practice and Unlocking Growth with Employment Agreements

Six Ways to Increase the Value of Your RIA Firm

10 Tips for Selling Your RIA

The Psychology of Dealmaking in Advisory RIA M&A Transactions

Past Webinars

Checklists

Client Success Stories

eBooks & White Papers

Infographics

View All
Resources
About

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…

Continue Reading >>

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