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.

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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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FA CMA Valuation
FA CMA Valuation

Understand &
Maximize Your Value

Customized Business Valuations: Experience + Data = Results

Our extensive knowledge of the M&A market for independent financial service professionals (RIAs, Registered Reps, CPAs, and insurance agents), combined with access to extensive real-time deal data, makes us uniquely suited to deliver accurate and reliable valuations to our clients. With decades of experience, we will help ensure you know the value of your firm and have a reliable and unbiased perspective.

Financial Advisory Valuations: Experience & Data

Experienced & Unbiased

Our team has facilitated hundreds of deals, thousands of valuations for advisors, and best of all - we are not affiliated with any broker-dealers, custodians, or on retainer with any of the industry aggregators, so you can rest assured knowing you will receive an objective opinion of value.

Data

Our team draws from a robust pool of data to inform our valuations; we have the industry's largest and proprietary database of actual deals completed to deliver customized insight. Our deals come from a variety of sources, providing a broad industry perspective on current business values.

ENGAGE NOW

Service at a Glance

Our valuations are completely transparent. We share our data and methodology with you to ensure total understanding of how your business was valued.

  • Which valuation package is best for me?

    Take our quiz to find out which valuation package is right for your business:

  • How long is the process?

    Depending on your package, we guarantee your valuation between 7 days and 45 days following receipt of complete information. 

    If you need the valuation sooner, we do have expedited options.

  • How to get started?

    Fill out our contact form, call us, or schedule a call.

    (503) 427-9910

    SCHEDULE CALL

Download Info Sheet
SRG Valuation Testimonials
Was in need of a business valuation and the first step to my succession plan. This was done easily and efficiently. Now we plan to move onto having SRG help us with our deal support when we are ready.
— Edward S.
You all did a great job. I was looking for an outside valuation of the firm as I contemplate my next business decision, expansion, and growth strategy going forward. Thanks for all your help. You have provided me fantastic information.
— Bennett W.
You have an excellent program to value practices. I only wish I had gone through this process about four years ago. Thank you for your help in working with me on this process of business valuation.
— Thomas E.

Pricing

Take our quiz to see which valuation service is right for your business:

Starter - Market Premium - Market Premium - Income
Market-based
$ 999
 $ 6
 per valuation 		Market-based
$ 3,500
 $ 7
 per valuation 		Income-based
$ 6,500
 $ 29
 per valuation
Best For
Industry
RIA, Advisory, Insurance
RIA, Advisory, Insurance, OSJ, Retirement Plans, CPA Firms
RIA, Advisory, Insurance, OSJ, Retirement Plans, CPA Firms
Revenue
Under $1M
$1M - $5M
$5M+
Purpose
Lending, Annual Value Updates, Contingency Agreements
Lending, Annual Value Updates, KPIs, Exit Planning, Contingency Agreements
Lending, Annual Value Updates, KPIs, Exit Planning, Contingency Agreements, Litigation
Features
Single Point of Contact
You will be assigned your team based on several factors, such as package, availability, and complexity of your project.
Certified Valuation
Our appraisers hold the Certified Valuation Analyst (CVA) Designation awarded by the National Association of Certified Valuators and Analysts (NACVA).
Industry Specific Questionnaire
Each package has a separate questionnaire ranging in complexity and detail. The questionnaires are designed to ensure your deliverables are comprehensive and tailored to your needs.
Consultation Call(s)
Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects.
2 Calls
3 Calls
Complimentary Starter Valuation
We are always happy to encourage growth inside your practice. If you need another valuation completed, we will provide a complimentary starter valuation to be used for benchmarking, lending, or acquisition-related purposes.
KPIs
Our goal is to always provide areas for increased value. We not only want you to know the value of your firm, but also how you compare to your peer group using specific key performance indicators (KPIs) and benchmarks such as average household size, number of personnel, and average client age.
Mid-Year Valuation & KPI Update
Timeline
The timeframe to receive the valuation report begins upon receipt of full information, which may include but is not limited to, a completed questionnaire, intake call (if applicable), and approval of any changes to questionnaire post-intake call (if applicable).
7 Days
30 Days
45 Days
Expedite Option
If you need your valuation report sooner, we have the option to expedite for an additional fee. The expedite option will allow you to receive your valuation 15 business days sooner.
  Engage Now! ENGAGE NOW! Engage Now!

Frequently Asked Questions

  • Who needs a valuation?

    All business owners should receive a valuation on their Company.  

  • Who should engage for a valuation?

    We strongly encourage that the subject practice engage in the valuation.

  • What do I need to provide?

    All valuations receive a questionnaire upon engagement. The complexity of the questionnaire varies based on the valuation tier.

  • Why value your business?

    There are many reasons for getting a valuation of your firm, including selling your business, building an accurate formula into a buy-sell or shareholder/partnership agreement, sharing equity with a partner or your team, obtaining a larger line of credit, securing insurance for the business, placing a value on your personal balance sheet for estate planning, or divorce/partnership disputes to name a few examples.

     

    Valuations are most useful for our clients when used as part of the annual business planning process - allowing them to manage their most valuable asset with full information.

     

  • Who would I be working with?

    Josh Clifford

    Josh Clifford, CVA, Valuations Director & Data Analyst

    Learn more about Josh

    KG Circle@2x

    Kristen Grau, CPA, CVA, Executive Vice President

    Learn more about Kristen

     

  • Where do I get the information you need?

    We have relationships with many of the broker-dealers. We may be able to provide you guidance on specific reports that will help get you the information you need. Or, during the intake call, we may be able to provide alternative solutions to gathering the data or figuring out the appropriate inputs to use.  

  • How often should I complete a valuation?

    In general, business owners should complete a valuation annually. However, you may want to receive a valuation more or less frequently depending on your situation.  

  • How is SRG different?

    SRG is the best at what we do.

    We focus solely within the financial services industry.

    We strive for excellence and, as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.

    We are neutral. We are not affiliated with a broker-dealer or custodian.

    We pride ourselves on service - providing high-touch, high-quality solutions to every client every time.

Frequently Asked Questions

  • Who needs a valuation?

    All business owners should receive a valuation on their Company.  

  • The valuation isn't on my practice, should I purchase the valuation?

    We strongly encourage that the subject practice engage in the valuation.

    Our consultants will only communicate about the valuation with the client(s) who sign our engagement agreement or engaged clients who have given SRG written permission to communicate with outside parties.

  • What information do I need to provide to complete a valuation?

    We request you complete a valuation questionnaire. There are 9 sections to complete: General Information, Company Information, Technologies, Owner, Personnel, Expenses, Revenue, Client Information, and Client Communication.  

  • What are the benefits of valuations?

    There are many reasons for getting a valuation of your firm, including selling your business, building an accurate formula into a buy-sell or shareholder/partnership agreement, sharing equity with a partner or your team, obtaining a larger line of credit, securing insurance for the business, placing a value on your personal balance sheet for estate planning, or divorce/partnership disputes to name a few examples.

    Valuations are most useful for our clients when used as part of the annual business planning process - allowing them to manage their most valuable asset with full information.

     

  • How to get information needed to complete the valuation?

    We have relationships with many of the broker-dealers. We may be able to provide you guidance on specific reports that will help get you the information you need. Or, during the intake call, we may be able to provide alternative solutions to gathering the data or figuring out the appropriate inputs to use.  

  • How often should I get a valuation?

    In general, business owners should complete a valuation annually. However, you may want to receive a valuation more or less frequently depending on your situation.  

  • Why SRG?

    Our valuations are completed by credentailed, industry experts. Not only are we qualfied to complete a certified valuation report, but SRG focuses solely within the financial services industry.  

    We strive for excellence and as a result, we are always learning, adapting, and revising our deliverables and resources to ensure that you receive a fair, accurate, and timely product as the industry changes.  

    We are neutral. We are not affiliated with a broker-dealer or custodian.  

Schedule an Appointment

Talk With Our Business Development Team to Learn More

Schedule an appointment to learn more about our valuation services.

SCHEDULE CALL
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Succession Resource Group, Inc. is not affiliated with or endorsed by FP Transitions, LLC or Succession Link, LLC