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  • Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect and plan for the transition of their business. Serving clients across the country, Succession Resource Group provides the most accurate and comprehensive valuations services, turnkey acquisition support, assistance creating contingency plans, and personalized succession/exit strategies. We are dedicated to our craft and focus on providing customized solutions, unique to each client, to help you plan for and effectively manage the equity in your business. Founded by David Grau Jr., MBA, a well known advisor M&A expert and author, SRG’s team brings more than 30 years of expertise.


    SRG is dedicated to helping advisors understand the nuances of the industry and develop accurate and customized solutions in order to run their business. With over a decade of experience helping advisors, buy, sell, and plan for the sale of their business, SRG can help complete your project efficiently and cost effectively. We specialize in helping our clients develop the right solution for their business. We do not use “cookie-cutter” plans and instead focus on understanding your business so we can provide you the best solution.


    SRG is dedicated to helping you raise awareness with your advisors and tackle the increasingly important topic of acquisition and succession planning. We can assist your company in a variety of different ways, depending on your particular needs. Our solutions range from a simple affiliation relationship to more comprehensive system wide solutions. We can also help on individual projects, such as hosting workshops, developing resources for use and distribution internally, etc. Click below to learn more about how we can work together.


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