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   Services
   
   
   VALUE
   
   Valuation
   
   
   IMPROVE
   
   Entity Support Services
   
   Employment Resources
   
   Equity Sharing Plans
   
   
   PROTECT
   
   Contingency Planning
   
   
   GROW
   
   Acquire Edge (ACE)
   
   Deal Support
   
   Advisor Merger Support
   
   myCompass
   
   
   EXIT
   
   Succession Planning
   
   Seller Advocacy
   
   SecondLookTM
   
   Enterprise Consulting
   
 * Partnerships
 * Marketplace
   Resources
   Read Our Blog
   
   
   RECENT ARTICLES
   
   Employee Retention Guide for Advisors - 2024 ed.
   
   The Importance of Formalizing Your Entity Structure
   
   Ensure a Seamless Experience with SRG's myCompass Platform: A Financial
   Advisor's Guide
   
   Teaming Advice When Preparing for a Merger
   
   Selling Your Practice: What Your Clients Need from You
   
   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 >>
   
   
   COMPANY
   
    * About SRG
    * Meet the Team
    * SRG in the News
    * Careers
    * Contact Us
   
   
 * Contact
 * My Compass

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 * Services
    * Value
       * Valuation
       * Appraisal
   
    * Improve
       * Entity Support Services
       * Employment Resources
       * Equity Sharing
   
    * Protect
       * Contingency Planning
   
    * Grow
       * AcquireEdge (ACE)
       * Deal Support
       * Advisor Merger Support
       * LendingWell
   
    * Exit
       * Seller Advocacy
       * Succession Planning
       * SecondLook
   
    * Enterprise Consulting

 * Partnerships
 * Marketplace
 * Resources
    * Past Webinars
    * Ebooks & Infographics
    * Checklists
    * White Papers
    * Client Success Stories
    * Articles

 * About
    * About SRG
    * SRG In the News
    * Meet the Team
    * Careers
    * Newsletter
    * Contact Us

 * Contact
 * My Compass

Schedule Consultation


LONG-TERM SOLUTIONS THAT BENEFIT YOUR
CLIENTS
TEAM
FUTURE

Our in-house industry experts hold decades of experience serving Independent
Advisors and Registered Representatives as they navigate all stages of managing
a practice.



Schedule Consultation






OUR SERVICES

 * Valuations
 * Entity Structure & Maintenance
 * Employment Resources & Equity Sharing
 * Contingency & Succession Plans

 * Deal Support Services
 * Advisor Merger Support
 * Seller Advocacy
 * Enterprise Consulting


VALUATIONS

Our team of certified experts have completed hundreds of deals and thousands of
valuations in the financial industry. Using extensive real-time deal data and
our knowledge of the M&A market for independent financial service professionals
including RIAs, Registered Reps, CPAs, and insurance agents, we’ll deliver an
unbiased and informative perspective on the value of your business.

Learn More


OUR SERVICES

 * Valuations


   VALUATIONS
   
   Our team of certified experts have completed hundreds of deals and thousands
   of valuations in the financial industry. Using extensive real-time deal data
   and our knowledge of the M&A market for independent financial service
   professionals including RIAs, Registered Reps, CPAs, and insurance agents,
   we’ll deliver an unbiased and informative perspective on the value of your
   business.,
   Learn More
 * Entity Structure & Maintenance


   ENTITY STRUCTURE & MAINTENANCE
   
   Reduce risk and maximize the potential of your practice using a formal entity
   structure that offers equity sharing opportunities, personal liability
   protection, greater continuity, and potential tax savings., Our annual Entity
   Maintenance Program ensures your entity remains active and in good standing,
   the processes to make decisions are followed, and governance documents are
   up-to-date and organized.,
   Learn More
 * Employment Resources & Equity Sharing


   EMPLOYMENT RESOURCES & EQUITY SHARING
   
   Our Entity Team will design a customized plan to improve attrition and
   compete in the market for top talent using attractive compensation models and
   comprehensive employment agreements., Our Entity Team will design a
   customized plan to improve attrition and compete in the market for top talent
   using attractive compensation models and comprehensive employment
   agreements.,
   Employment Resources Equity Sharing
 * Contingency & Succession Plans


   CONTINGENCY & SUCCESSION PLANS
   
   Implement a detailed and practical contingency plan to ensure the continuity
   of client service, preserve your business value for your family, and make a
   purchase reasonable for your successor in the event of your death,
   disability, or loss of license., Protect your legacy with a comprehensive
   plan that ensures a smooth transition and continued success after you exit.
   Your customized plan will allow the next generation to retain talent,
   maintain sustainable growth, and protect your value.,
   Contingency Plans Succession Plans
 * Deal Support Services


   DEAL SUPPORT SERVICES
   
   Every deal is different, yet you shouldn’t need to blaze a new trail –
   instead you can rely on our team of experts and the deals we’ve seen and
   worked on over the last two decades. With our consulting expertise, best in
   class resources, tax strategies, and robust library of form contracts, we can
   ensure a smooth transition no matter what stage of the deal you’re in. Our
   team of experts will provide buy-side representation that guides you through
   the transaction process, helps you win the deal, and get the best combination
   of price and terms.,
   Learn More
 * Advisor Merger Support


   ADVISOR MERGER SUPPORT
   
   Add value and grow your business through a collaborative, efficient, and open
   process. Let our team of dedicated experts guide you through all facets of
   the deal, from compliance and financing models to tax considerations and
   contracts. We will provide the guidance, perspective, and resources you need
   to complete the deal and find a win-win for all parties., With consultants,
   legal and tax professionals all in-house, and the most current and robust
   financing partner portfolio, we can help ensure your deal gets done right the
   first time.,
   Learn More
 * Seller Advocacy


   SELLER ADVOCACY
   
   With us, finding the best fit for your practice comes first. Our
   one-of-a-kind Seller Advocacy Program (SAP) supports next-gen and third-party
   sales using:, A listing strategy curated to your needs and goals, A vetted
   marketplace of qualified and committed buyers looking for the right match,
   White glove service to guide you through this one-time experience of selling
   your practice,
   Learn More
 * Enterprise Consulting


   ENTERPRISE CONSULTING
   
   For business owners with multiple service requirements and the need for
   flexibility, you’ll partner with our executive team on the best solution
   package that includes only what you need, and nothing that you don’t. We’ll
   talk through your goals and initiatives then provide you with a personalized
   recommendation and flat-fee pricing.,
   Learn More


THE LATEST


Webinar



EVERYTHING EQUITY

Available March 30th
Register
Announcements



THE FINANCIAL ADVISOR HR TOOLKIT

Available for free download
Learn More
Webinar



SRG OFF SCRIPT - UNDERSTAND AND LEVERAGE YOUR FIRMS VALUE

Available March 9th
Recording
Announcements



SRG EXPANDS ITS TEAM OF SPECIALIZED EXPERTS WITH NEW DIRECTOR OF VALUATIONS

Feb 28, 2023 6am Pacific Time
Read more
Blog



FIVE BEST PRACTICES TO CREATE AN EFFECTIVE COMPENSATION PLAN

Read More
Webinar



2023 ADVISOR M&A AND EQUITY SHARING PREDICTIONS

Available Jan 24th
Recording
Announcements



AN SRG PODCAST HOSTED BY FOUNDER DAVID GRAU JR.

Coming Soon!

‹›

See More


THE LATEST


Webinar



SUCCESS THROUGH SUCCESSION SERIES
PART 2

Nov. 9, 2023 11 am PT | 1 pm CT
RSVP Today
Podcast



SRG OFF SCRIPT PODCAST: SUCCESSFUL M&A AND FINANCING STRATEGIES WITH PARKER
FINOT

October 30, 2023 Episode 12
Listen Now
Webinar



SUCCESS THROUGH SUCCESSION SERIES
PART 1

Recording Available
Watch On Demand
Podcast



SRG OFF SCRIPT PODCAST: ADVISOR NEXTGEN TALENT SOURCING AND TRAINING STRATEGIES

October 16, 2023 Episode 11
Listen Now
Blog



EMPLOYEE RETENTION GUIDE FOR ADVISORS FOR 2024

October 13, 2023 Written by David Grau Jr.
Read More
Podcast



SRG OFF SCRIPT PODCAST: CREATING A WINNING COMPENSATION PLAN

October 2, 2023 Episode 10
Listen Now
Webinar



FUELING YOUR FUTURE: UNLEASHING GROWTH POTENTIAL THROUGH ENTITY PLANNING

Recording Available
Watch Now
Infographic



ADVISOR M&A HIGHLIGHTS - 2023 MID-YEAR UPDATE

Download Available
See It Now
‹›

See More



SERVICES

 * Valuation
 * Contingency Planning
 * Selling & Succession
 * Entity & Employment
 * Growth & Acquisition
 * Enterprise Consulting


PARTNERSHIPS

 * Become a Partner
 * Request a Speaker


MARKETPLACE

 * Buyer Profile
 * LendingWell
 * Seller Listings


RESOURCES

 * Learning Center
 * Newsletter



Copyright © 2023 Succession Resource Group | All rights reserved.