Succession Resource Group
Business Services · Oregon, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
4800 Meadows Rd Ste 470, Lake Oswego, Or...Phone Number
(503) 427-9910Website
www.successionresource.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Succession Resource Group
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, specializing in providing long-term solutions for Independent Advisors and Registered Representatives in managing their practices. Their services encompass valuations, deal support, entity structure maintenance, advisor merger support, employment resources, seller advocacy, contingency and succession planning, and enterprise consulting, all aimed at enhancing clients' business equity and growth strategies. Serving a wide range of clients, including Registered Investment Advisors (RIAs), CPAs, insurance agents, and other financial service professionals, the firm combines extensive industry expertise with best-in-class resources to help navigate all stages of practice management. Founded by David Grau Jr. in 2012, the company's team focuses on delivering tailored support to ensure a smooth and successful transition for their clients.Explore more
Succession Resource Group Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Succession Resource Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if Succession Resource Group is spiking on competitors!
Earning: See what the market has to say on Succession Resource Group recently announced quarterly report
Website visits: Recent activity has been detected on your website
Click to see if Succession Resource Group had a recent Job posting/layoffs
Check if Succession Resource Group has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Succession Resource Group launches new products
Congratulate Masked Content for being promoted to Masked Content at Succession Resource Group
Succession Resource Group, which may be a good buyer, showed buying intent in Masked Content Topic
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Funding: Get notified immidiatlly once Succession Resource Group has new funding data
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Succession Resource Group
Compare insights from companies similar to Succession Resource Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Succession Resource Group is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Succession Resource Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Succession Resource Group.
Succession Resource Group financials insights
Gather financial insights about Succession Resource Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Succession Resource Group Tech Stack
A closer look at the technologies used by Succession Resource Group
Most Recent Scoops
Hiring Plans
Succession Resource Group is hiring in Operations for the first time in 12 months with an increased focus that include Project Schedules, Administrative Support, Business Operations, Salesforce, Organizing Meetings, Project Management Software, and Payment Processing.
Hiring Plans
Open Position
Funding
Succession Resource Group has received an SBA PPP loan for $150,000-350,000 from Umpqua Bank, supporting the retention of 12 jobs.
Funding
Top Business Services Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Succession Resource Group
Sign Up For FreeTo access detailed company insights
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, specializing in providing long-term solutions for Independent Advisors and Registered Representatives in managing their practices. Their services encompass valuations, deal support, entity structure maintenance, advisor merger support, employment reso... Read More
