Succession Resource Group

Advisor Mergers and Acquisitions Solutions 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 b...

Advisor Mergers and Acquisitions Solutions 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.