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Subject: Award

Succession Resource Group Among Inc.'s Annual List of Best Workplaces for 2024


Succession Resource Group (SRG), a consulting firm helping financial services professionals, has been named to Inc.'s annual Best Workplaces list. Prominently featured on Inc.com, the list is the result of a comprehensive measurement of American companies that have excelled in creating exceptional workplaces and company cultures, whether operating in a physical or a virtual facility.

Founded in 2012 on the core values of employees-first, excellence, integrity, and teamwork, SRG specializes in valuation, M&A, succession, and practice management solutions. SRG offers a comprehensive suite of services designed to protect businesses through risk management and contingency planning, fuel growth through client acquisition strategies, and safeguard legacies through a well-defined exit strategy.

"Our greatest asset is our people," said David Grau Jr., MBA, Founder & CEO of SRG. "We believe in fostering a culture of collaboration, growth, and mutual respect. This recognition from Inc.'s Best Workplaces is a testament to the incredible team we've built together and the positive, results-oriented environment we cultivate."

After collecting data from thousands of submissions, Inc. selected 543 honorees this year. Each company that was nominated took part in an employee survey, conducted by Quantum Workplace, which included topics such as management effectiveness, perks, fostering employee growth, and overall company culture. The organization's benefits were also audited to determine overall score and ranking.

"Each year, Inc.'s Best Workplaces program recognizes the very best in terms of companies that have fostered a truly amazing culture," said Inc. Editor-in-Chief Mike Hofman. "We use hard metrics and data as well as qualitative measures for judging in order to find the very best?and we're proud that the program is highly selective."

What truly sets SRG apart is the employee-first culture. SRG goes beyond the standard benefits package, offering industry-leading PTO, comprehensive healthcare coverage, and a commitment to work-life balance with remote-work flexibility. But it's the unforgettable experiences, like international team retreats and social events, that truly solidify employee bonds and fuel the collaborative spirit. Additionally, SRG proudly champions diversity and inclusion. The leadership team is 60% women-managed.

"This recognition by Inc.'s Best Workplaces validates our commitment to building a workplace where our team feels valued, supported, and empowered to achieve their full potential," said Kristen Grau, CPA, CVA, CEPA, Executive Vice President at SRG. "We're excited to continue fostering this exceptional culture for years to come."

About SRG

Succession Resource Group (SRG) is an award-winning consulting firm dedicated to supporting independent financial professionals across the country. We leverage decades of experience to provide a comprehensive suite of services, including valuation, M&A, succession planning, and practice management solutions. Our mission is to empower financial professionals at every stage of their business journey, helping them navigate complexities, maximize value, and achieve their long-term goals. For more information, visit SuccessionResource.com.

About Inc. Media

The world's most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

About Quantum Workplace

Quantum Workplace, based in Omaha, Nebraska, is an HR technology company that serves organizations through employee-engagement surveys, action-planning tools, exit surveys, peer-to-peer recognition, performance evaluations, goal tracking, and leadership assessment. For more information, visit QuantumWorkplace.com.



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