Succession Resource Group (SRG) is a consulting firm that helps financial advisors and enterprise-level firms manage, protect and monetize the equity they’ve built. Everything SRG delivers is provided in-house by our industry experts— a unique model that allows them to support clients with clarity, continuity, and confidence through every stage of their business journey. SRG’s expertise spans M&A advisory, succession planning, business valuation, equity structuring, and HR solutions such as compensation design and employment agreements. Driven by its mission to help advisors value, improve, protect, grow, transition and exit their businesses, SRG continues to lead the industry in advisor-centric solutions.