Succession Resource Group

SkyView Partners relies on the expertise of wealth management M&A consultants. We are happy to highlight Succession Resource Group or “SRG”.

Founded in 2012, Succession Resource Group (SRG) is a boutique succession planning and consulting firm that has spent over eight years helping thousands of advisors, accountants, and agents to understand, manage, grow, and protect the value of their businesses. By combining their industry experience and best in class resources, Succession Resource Group (SRG) provides their clients with a hands-on experience and customized solutions to value their business, setup their equity structure, and plan for retirement.

Succession Resource Group (SRG) offers many succession planning and consulting services, including:

• Financial Advisor Comparative Market Analysis Valuation
• Financial Advisor Appraisal
• Entity Support
• Equity Appreciation Plan
• Contingency Planning
• Deal Support & Sourcing
• Merger Support
• Succession Blueprint
• Seller Advocacy

Based on Lake Oswego, Oregon, the team at Succession Resource Group (SRG) has over 36 years of cumulative industry knowledge. They are committed to understanding their clients’ businesses and are focused on tailoring their unique resources to fit their clients’ needs. The team at Succession Resource Group (SRG) is led by David Grau Jr., MBA, Founder & CEO, Erik Pahlow, Executive Vice President, and Kristen Grau, CPA, CVA, Executive Vice President.

To learn more about Succession Resource Group and their services, please visit: www.successionresource.com

Ready to take your practice to the next level? SkyView Partners is focused exclusively on the financing needs of independent and registered investment advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring. For more information on funding your financial advisory M&A initiatives, visit www.skyview.com