PA
Project Coordinator
MD
Strategic Organizational Planning Associate
JB
Project Administrator
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Executive Assistant
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Succession Resource Group
Business Services · Oregon, United States · 11-50 Employees
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Overview
Headquarters
4800 Meadows Rd Ste 470, Lake Oswego, Or...Phone Number
(503) 427-9910Website
www.successionresource.comRevenue
<$5 MillionIndustry
About Succession Resource Group
Succession Resource Group (SRG) is a boutique consulting firm based in the Pacific Northwest that specializes in succession planning and M&A for Registered Investment Advisors (RIAs) and financial advisors across the United States. Founded in 2012, SRG offers a comprehensive range of services including business valuation, deal support, entity maintenance, and HR solutions tailored specifically for financial services professionals. Their expert team leverages extensive industry experience and proprietary data to provide clarity and confidence throughout the business lifecycle. SRG is dedicated to helping advisors successfully manage ownership transitions and maximize the value of their practices.Explore more
Succession Resource Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Succession Resource Group
<$5M
11-50
Private
<$5M
2012
PF
Parker FinotDirector, Mergers Acquisitions & Succession Planning
Succession Resource Group Tech Stack
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Succession Resource Group (SRG) is a boutique consulting firm based in the Pacific Northwest that specializes in succession planning and M&A for Registered Investment Advisors (RIAs) and financial advisors across the United States. Founded in 2012, SRG offers a comprehensive range of services including business valuation, deal support, entity maint... Read More
