Succession Resource Group

succession resource group's mission is simple - help small business owners grow through acquisition, protect their business with a continuity plan, plan for, and manage the transition of their business. as a consulting company specialized in helping professional services companies, srg is uniquely positioned to help you acquire, merge, protect, and transition your business. the founder, david grau jr. has helped financial advisors, cpas, insurance professionals, and other professional service providers for the last decade with their acquisition and succession planning needs and started srg to provide a more personalized and customizable set of solutions as well as expand the reach to help other professional service companies who want help growing and transitioning the equity in their business. we have years of experience in the field of small business acquisition and succession planning. our experience allows us to provide you the resources and answers you need based on your specific g