Succession Resource Group is a boutique succession consulting firm based in Lake Oswego, OR, serving clients nationwide. Founded in 2012 by David Grau Jr., MBA, the firm specializes in valuation and succession planning for advisors, agents, and accountants, offering a range of services including entity support, employment resources, equity sharing plans, contingency planning, and enterprise consulting.
With a team of industry experts and best-in-class resources, Succession Resource Group helps clients manage the equity in their businesses, providing long-term solutions that benefit their clients' future. Their certified experts have completed hundreds of deals and valuations in the financial industry, delivering unbiased and informative perspectives on the value of businesses. Additionally, they offer services to reduce risk, improve attrition, implement contingency and succession plans, and provide deal support services for a smooth transition and continued success.
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