Overview
Succession Resource Group provides boutique succession planning consulting for financial advisors and small business owners to value, grow, protect, and transition their businesses. It offers accurate business valuations, turnkey acquisition support, contingency planning, and personalized succession/exit strategies, guiding clients through analysis, planning, and execution with ongoing support. The firm differentiates itself as a small, client-focused boutique that emphasizes customized solutions and high-quality service delivered nationwide with a hands-on, craft-oriented approach. Its goal is to help clients value their business, plan for growth and risk, and achieve a smooth, successful transition for successors, buyers, or heirs.
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Simplify's take
What believers are saying
- SRG announced Focus Partners Advisor Solutions partnership on February 2, 2026.
- June 29, 2026 Inc. Best Workplaces recognition strengthens recruiting and retention.
- March 5, 2026 Shore Group and Butler merger validates SRG’s succession-playbook demand.
What critics are saying
- SRG depends on advisor M&A volume; a 2027 slowdown cuts consulting demand fast.
- SRG’s niche is easy to commoditize through Focus Partners, custodians, and investment bankers.
- If David Grau Jr. leaves, SRG loses brand gravity and deal-flow credibility.
What makes Succession Resource Group unique
- SRG’s 10th annual advisor M&A review analyzes 171 transactions and $14B AUM.
- David Grau Jr. built SRG as a boutique succession specialist, not a generic RIA.
- SRG pairs valuation, M&A structuring, and succession planning with nationwide advisor clientele.
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