Succession Resource Group

Specialties: Succession Planning, Death & Disability, Advisor Valuation, Acquisition Support, Continuity Planning, Retained Seller Search SRG'S mission is simple - help small business owners grow through acquisition, protect their business with a co...

Specialties: Succession Planning, Death & Disability, Advisor Valuation, Acquisition Support, Continuity Planning, Retained Seller Search SRG'S mission is simple - help small business owners grow through acquisition, protect their business with a continuity plan, plan for, and manage the transition of their business. As a consulting company specialized in helping professional services companies, SRG is uniquely positioned to help you acquire, merge, protect, and transition your business. The founder, David Grau Jr. has helped financial advisors, CPAs, insurance professionals, and other professional service providers for the last decade with their acquisition and succession planning needs and started SRG to provide a more personalized and customizable set of solutions as well as expand the reach to help other professional service companies who want help growing and transitioning the equity in their business.