Succession Resource Group

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4800 Meadows Rd Ste 300
Lake Oswego, OR 97035
+1 (503) 427-9910
https://www.successionresource.com

Succession Resource Group (SRG) is a boutique succession consulting firm located in Lake Oswego, Oregon, dedicated to serving clients across the United States. Founded in 2012 by David Grau Jr., MBA, SRG specializes in assisting independent advisors, agents, and accountants with valuation, succession planning, and equity management within their businesses.

With a team of certified experts and extensive industry experience, SRG offers a comprehensive range of services, including valuations, deal support, entity structure maintenance, and advisor merger support. Their approach combines industry expertise with best-in-class resources to ensure smooth transitions and maximize the value of their clients' practices.

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