Succession Resource Group Among Inc.’s Annual List of Best Workplaces for 2024
June 20 2024 - 8:05AM
Business Wire
SRG named among best workplaces for
established excellence
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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Tina Powell tina@growintentionally.com 201-212-0072