Succession Resource Group Launches myCompass and New Website
PORTLAND, Ore. (November 11, 2021) – In response to COVID and a record number of RIA sales annually, Succession Resource Group (SRG) used 2020 to create the industry’s newest online listing portal, myCompass. myCompass blends SRG’s hands-on sell-side advocacy approach with a scalable online resource to make accessing information and staying current on deals easier than ever before. According to SRG’s industry expert, Kristen Grau, CPA/CVA, exiting advisors have needed a hands-on solution to ensure they find the best possible buyers while also obtaining the best value for their business. SRG’s myCompass solution ensures sellers have access to one of the largest pool of qualified buyers and a dedicated team that identifies, vets, and introduces qualified candidates to exiting advisors. Members of SRG myCompass receive: 24/7 access to the myCompass platform Free membership with access to all listings (active, coming soon, pending, and sold) The ability to complete a detailed buyer profile, to better position themselves with sellers Notifications of new listings in areas of interest Interactive benchmarking tools, designed to help buyers optimize their business “Our short-term vision for myCompass is to create a designated space for buying advisors to find deals,” said Kristen Grau, Executive Vice President of SRG. “We are excited to already have thousands of members active on the site and more signing up every day. We look forward to launching new features in 2022.” In addition to myCompass, SRG introduced two new services, AcquireEdge and SecondLook. AcquireEdge is designed to provide buy-side representation; SecondLook is a complimentary service offered to sellers in an effort to help them assess offers and determine what is positive and what may be improved. Advisors can find these services and more on SRG’s new website. To better service all advisors, SRG has begun to offer its new tiered service offerings. Advisors can now easily identify the service they need through built-in quizzes, info sheets, FAQs, and pricing models. “SRG is committed to providing high-touch client service. With this launch, our goal is to create an immersive end-to-end SRG experience for advisors,” David Grau, Jr., President of SRG, adds. “The new platforms allow advisors to further customize the solutions they need at the budget they want.” For more information, visit www.successionresource.com.
Succession Resource Group Wins Three ThinkAdvisor Luminaries Awards
SRG Announces Sale of California Fee-Only Practice to Bluesphere Advisors, LLC
PORTLAND, Ore. (Aug. 26, 2021) – Succession Resource Group (SRG) is excited to announce the sale of California-based RIA, Empowering Financial Solutions, Inc. to Pennsylvania-based RIA, Bluesphere Advisors, LLC. This sale represents almost $50 million in assets under management (AUM) and expands Bluesphere’s presence and ability to serve clients coast-to-coast.
Succession Resource Group Announces Sale of $420 Million AUM Ameriprise Advisory Practice
Portland, Ore. (Aug. 13, 2019) – Succession Resource Group (SRG) is excited to announce the sale of Orlando, Florida based Santiago & Associates (Santiago), an Ameriprise Platinum Financial Services practice owned and operated by Conrad Santiago, an independent Private Wealth Advisor affiliated with Ameriprise with $420 million in assets under management. The purchaser, Brent Trentham of The Trentham Urquhart Group (Trentham), is based in Tennessee and was named one of Forbes Best-in-State Advisors of 2019 and Barron’s® “Top 1,200 Financial Advisors: State-by-State Ranking”. Mr. Trentham was also a member of the Chairman’s Advisory Counsel (CAC) from 2005-2016.
Ameritas Investment Company, LLC and Succession Resource Group Partner to Expand M&A Resources
PORTLAND, Ore. (April 12, 2021) – Succession Resource Group, Inc. (SRG), a leading provider of acquisition and succession solutions and consulting for financial professionals, is pleased to announce a new strategic alliance with Ameritas Investment Company, LLC (AIC), a broker-dealer and registered investment advisor based in Lincoln, Nebraska.
Nicole Frey Reaches Five-Year Mark with SRG
Portland, Ore. (Jan. 25, 2021) – Today marks the fifth anniversary for Nicole Frey at Succession Resource Group (SRG), a succession consulting firm dedicated to helping financial professionals (RIA, registered representatives, agents, & accountants) value, improve, protect, grow, and plan for the transition of their business.
Kristen Grau Recognized as NACVA’s 2020 40 Under Forty Honoree
Kristen Grau, Executive Vice President at Succession Resource Group
Succession Resource Group Announces the Sale of $109M AUM Delaware-Based RIA
Portland, Ore. (June 17, 2020) – Succession Resource Group (SRG) is excited to announce the sale of Delaware-based RIA, Lovett Advisors to Pennsylvania-based RIA, Bluesphere Advisors LLC. This sale represents over $109 million in assets under management (AUM), negotiated and closed amidst the coronavirus pandemic.
Sigma Financial Corporation / Parkland Securities, LLC and Succession Resource Group Partnering to Expand M&A Resources to Advisors
(PORTLAND, OR – November 13, 2015) – Succession Resource Group, Inc. (SRG), the industry leader of acquisition and succession solutions for financial advisors, is pleased to announce a new strategic alliance with Sigma Financial Corporation (Sigma) and Parkland Securities, LLC (Parkland), broker-dealers based in Ann Arbor, Michigan. The alliance is designed to raise awareness and provide access to tools and expertise to ensure every Sigma and Parkland advisor is leveraging practice acquisition and succession planning as short- and long-term growth tools.
Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic
PORTLAND, Ore. (May 4, 2020) – Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with lenders for buy-outs, buy-ins, working capital, refinancing, commercial real estate, start-up, and recruiting. SRG has expedited the launch of this new online application in light of the current COVID-19 pandemic, responding to advisor’s need for capital.
