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
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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ZI Rank
1
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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
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Activity Insights
Succession Resource Group is experiencing very low activity levels compared to other companies in the Business Services sector.
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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
Succession Resource Group News & Media
Leading Consulting Firm Succession Resource Group Releases 2024 Mid-Year Advisor Acquisition Update
PORTLAND, Ore.--(BUSINESS WIRE)--Succession Resource Group, Inc. (SRG) released its mid-year update on advisor mergers and acquisition activity for Q1/Q2 of 2024, highlighting significant trends for those engaged in buying, selling, and succession planning. The findings, which cover the first half of the year, reflects the impact of both a looming election and the high-interest rate environment on the M&A market, with a notable decrease in all-cash deals and a short-term shift away from thiSRG Announces the Sale of Washington-based RIA
PORTLAND, Ore.--(BUSINESS WIRE)--Succession Resource Group (SRG) announced the sale of Washington-based Registered Investment Advisor (RIA), Evergreen Wealth Management Services, Inc. (EWMS) to a larger San Francisco, California RIA with more than $500 million in assets under management (AUM), led by a CFA and CPA. The sale represents more than $60 million in AUM, putting the acquiring firm over $600 million in AUM. In aggregate, this represents the 36th transaction SRG has facilitated year-to-Succession Resource Group Among Inc.’s Annual List of Best Workplaces for 2024
PORTLAND, Ore.--(BUSINESS WIRE)--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, aSuccession Resource Group (SRG) Expands its Team of Specialized Experts with New Director of Valuations
SRG continues attracting top talent as the leading industry authority on succession planning, business valuations, deal structuring, equity management, death/disability planning, mergers, and acquisitions. PORTLAND, Ore., Feb. 28, 2023 /PRNewswire/ -- Today, Succession Resource Group...
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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
