Work Here?
Succession Resource Group
Work Here?
Boutique succession planning and valuation consulting
Succession Resource Group
Work Here?
Boutique succession planning and valuation consulting
Overview
Succession Resource Group provides boutique succession planning consulting for financial advisors and small business owners to value, grow, protect, and transition their businesses. Its offerings include accurate valuations, turnkey acquisition support, contingency planning, and personalized exit strategies delivered nationwide. The process uses in-depth valuation, targeted deal support, contingency plans, and tailored exit timelines with ongoing guidance. Compared with competitors, it focuses on customized, high-touch service from a small team rather than one-size-fits-all approaches, aiming to help clients achieve a smooth transition for successors, buyers, or heirs.
About Succession Resource Group
Industries
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Tualatin, Oregon
Founded
2012
Get referred to Succession Resource Group
See people who can refer or advise you
Simplify's Take
What believers are saying
- SRG's February 2026 Focus Partners alliance expands distribution into independent RIA networks.
- 2026 advisor M&A activity stayed strong, with 56% of deals using outside financing.
- SRG reported 32% internal equity sales in 2025, widening succession-planning demand.
What critics are saying
- SRG depends heavily on advisor M&A cycles; slowdown hits consulting revenue quickly.
- Private-equity consolidation and fewer, larger buyers compress advisory-firm demand in 2026.
- FP Transitions' 2013 Oregon copyright lawsuit shows IP friction can become existential.
What makes Succession Resource Group unique
- SRG's 2026 M&A review uses 171 transactions and $14 billion AUM.
- Todd Fulks joined as General Counsel in December 2024, deepening legal and M&A expertise.
- SRG partners across LPL, Ameriprise, Northwestern Mutual, AssetMark, and Focus Partners.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Remote Work Options
Company News
Succession Resource Group earns Inc. Best Workplaces - twice. A fully remote team across 9 states earns national recognition for the second time in three years PORTLAND, OR, June 29, 2026 (Newswire.com) - Succession Resource Group (SRG), a consulting firm for RIAs and advisors, has been named to Inc.'s 2026 Best Workplaces list. The award marks SRG's second recognition in three years, following its 2024 appearance, and was determined entirely through an anonymous employee survey administered by Quantum Workplace. A Culture Built for Remote, Not Despite It SRG operates fully remote coast-to-coast. Its culture is built on a single standard: 'Show Up Daily'. * Monthly team challenges and team events * Annual corporate retreat - Chicago, Illinois (2026), Bahamas (2025), Cabo (2024), Portland, Oregon (2023). * Paid birthdays, work-iversaries, all federal holidays, and the full week between Christmas and New Year's * A commitment to professional development embedded in everyday operations In June 2026, the Chicago retreat included the Willis Tower, a walking lunch tour, the Chicago River cruise, a White Sox game, and a 5K and half marathon - with multiple team members setting personal records and finishing in the top three in their age groups. "This recognition belongs to our team," said David Grau Jr., MBA, Founder and CEO of SRG. "We made a deliberate decision after COVID to go fully remote and invest in culture- through consistency, intention, and showing up daily. Our team lives it. This award is theirs." The 2026 Inc. Best Workplaces list is now live at Inc.com. About Succession Resource Group Succession Resource Group (SRG) provides strategy-first expertise for independent advisory firms and RIAs. SRG supports clients with valuation, equity and compensation design, entity formation and optimization, succession readiness, and transaction strategy, including buy-side, sell-side, and merger representation. SRG combines technical expertise with strategic guidance to support firm leaders in protecting enterprise value, reducing risk, and executing transitions aligned with their long-term goals. For more information, visit SuccessionResource.com. Contact Information
Succession Resource Group welcomes industry veteran & expert Todd Fulks as General Counsel.
There are no jobs for Succession Resource Group right now.
Find jobs on Simplify and start your career today
About Succession Resource Group
Industries
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Tualatin, Oregon
Founded
2012
There are no jobs for Succession Resource Group right now.
Find jobs on Simplify and start your career today