Succession Resource Group

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. SRGs 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. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement

Succession planning,death & disability,advisor valuation,acquisition support,continuity planning,retained seller search,retained buyer search,advisor workshops,seller side representation,buy side representation,valuation,employment resources,equity sharing,and mergers

Succession resource group operates in the Financial services industry.

Succession resource group's revenue is 11m - 100m

Succession resource group has 11 - 50 employees.