www.successionresource.com Open in urlscan Pro
2606:2c40::c73c:67e2  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to content
LendingWell
   Services
   
   
   VALUE
   
   Valuation
   
   Appraisal
   
   
   IMPROVE
   
   Entity Support Services
   
   Employment Resources
   
   Equity Sharing Plans
   
   
   PROTECT
   
   Contingency Planning
   
   
   GROW
   
   Acquire Edge (ACE)
   
   Deal Support
   
   Advisor Merger Support
   
   myCompass
   
   LendingWell
   
   
   EXIT
   
   Succession Planning
   
   Seller Advocacy
   
   SecondLookTM
   
   Enterprise Consulting
   
 * Partnerships
 * Marketplace
   Resources
   
   
   RECENT ARTICLES
   
   Five Best Practices To Create An Effective Compensation Plan
   
   Five Building Blocks of an Attractive Compensation Model
   
   Buying a Book of Business
   
   What is Phantom Equity and How is it Used?
   
   How to Acquire a Financial Practice
   
   Read Our Blog
   
   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

Schedule Consultation

 * 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


THE LATEST


Webinar


2023 ADVISOR M&A AND EQUITY SHARING PREDICTIONS

AvailableJan 24th
Recording
Announcements


AN SRG PODCAST HOSTED BY FOUNDER DAVID GRAU JR.

Coming Soon!
Coming Soon!
Blog


FIVE BEST PRACTICES TO CREATE AN EFFECTIVE COMPENSATION PLAN

Read More
Webinar


2023 ADVISOR M&A AND EQUITY SHARING PREDICTIONS

AvailableJan 24th
Recording
Announcements


AN SRG PODCAST HOSTED BY FOUNDER DAVID GRAU JR.

Coming Soon!
Coming Soon!
Blog


FIVE BEST PRACTICES TO CREATE AN EFFECTIVE COMPENSATION PLAN

Read More
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.


word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word word word word word word word word word
word word word word word word word word

mmMwWLliI0fiflO&1
mmMwWLliI0fiflO&1
mmMwWLliI0fiflO&1
mmMwWLliI0fiflO&1
mmMwWLliI0fiflO&1
mmMwWLliI0fiflO&1
mmMwWLliI0fiflO&1