Nicole Sinclair Reaches Five-Year Mark with SRG
“Congratulations Nicole, and thank you from all of us at Succession Resource Group. We have been honored to work with you and have you a part of our team these past five years. Your focus on assisting clients, dedication to timeliness, and sense of humor are a wonderful asset to our team and clients!” – The SRG Team
Succession Resource Group – Five Years in the Making
Portland, Ore. (September 13, 2017) – As we close out August, this now marks the five-year anniversary of Succession Resource Group (SRG), a consulting firm dedicated to help financial service professionals value, improve, protect, grow, and plan for the transition of their business. Founded in 2012 by David Grau Jr., SRG has grown to a team of eight dedicated professionals and was recently included in Portland Business Journal’s 100 Fastest Growing Private Companies.
Succession Resource Group Ranked in Oregon’s 2017 Top 100 Fastest Growing Companies
Portland, Ore. (June 26, 2017) – Succession Resource Group, Inc. (SRG), a Portland based succession consulting firm, is proud to be ranked as one of Oregon’s fastest growing private companies in the Portland Business Journal’s top 100 list.
2016 Advisor Merger & Acquisitions Data Press Release
(PORTLAND, Ore. — Feb. 20, 2017) Succession Resource Group, Inc. (SRG) published its third annual review of advisor acquisition activity, recapping 2016 data highlights and trends, drawing on more than $46 million dollars in third-party aggregate advisor sales prices ($5.6 billion in aggregate AUM transferred). SRG presented its findings to a live audience in its presentation titled, “2016 Financial Advisor Merger & Acquisition Annual Review” providing the status of the macro environment for deals completed in 2016 (excluding data from internal succession plans) for independent Registered Investment Advisors and Registered Representatives. Based on SRG’s data, the average sale price for financial services firms held steady in 2016, with no change in the year-over-year growth in value paid per dollar of recurring revenue (referred to as the recurring gross revenue multiple), and a slight decline in the year-over-year growth in value paid per dollar of commission revenue (referred to as a non-recurring gross revenue multiple).
First Affirmative Financial Network LLC Aligns with Succession Resource Group
PORTLAND, Ore. – Succession Resource Group, Inc. (SRG) is pleased to announce a new strategic partnership with First Affirmative Financial Network LLC, which is a wholly owned subsidiary of FOLIOfn, Inc., specializing in sustainable, responsible, impact investing. Through the new partnership, SRG will expand the available succession resources, expertise, access to tools and information, as well provide reduced fees as a new partner with advisor succession planning.
Independent Financial Group Aligns with Succession Resource Group
(PORTLAND, OR – Jan. 16, 2017) – Succession Resource Group, Inc. (SRG) is pleased to announce a new strategic partnership with Independent Financial Group (IFG), to expand the firm’s existing contingency and succession solutions. The partnership will bring the outside expertise and resources of industry expert, Succession Resource Group, to the company’s more than 600 advisors worldwide.
2015 Advisor Merger & Acquisitions Data Press Release
(PORTLAND, OR — April 12, 2016) Succession Resource Group, Inc. (SRG) published its second annual review of advisor acquisition activity, recapping 2015 data highlights and trends, drawing on more than $31 million dollars in third-party sales. SRG presented its findings to a live audience in its presentation titled, “2015 Financial Advisor Merger & Acquisition Annual Review” providing the status of the macro environment for deals completed in 2015 (excluding data from internal succession plans) for independent Registered Investment Advisors and Registered Representatives selling for less than $10 million.
Penn Mutual Aligns with Succession Resource Group
PORTLAND, OR, March 16, 2016 – Succession Resource Group, Inc. (SRG) is pleased to announce a new strategic alliance with The Penn Mutual Life Insurance Company and its independent broker-dealer and Registered Investment Advisor, Hornor, Townsend & Kent (HTK), to expand the firm’s existing succession and teaming solutions. The partnership will bring the outside expertise and resources of industry expert, Succession Resource Group, to the company’s more than 1,000 advisors nationwide.
Silver Oak Securities and Succession Resource Group Partner to Expand Succession Resources for Advisors
(PORTLAND, OR – January 21, 2016) – Succession Resource Group, Inc. (SRG), a succession and acquisition consulting firm for advisors is pleased to announce a new strategic alliance with, and development of strategic resources for Silver Oak Securities, Inc., a fast growing regional broker-dealer and Registered Investment Advisor based in Jackson, Tennessee catering to approximately 150 advisors nationwide.
Succession Resource Group Set to Contribute to Upcoming Financial Services Institute Symposium
(PORTLAND, OR – October 15, 2015) – Succession Resource Group, Inc. (SRG), the leader of acquisition, succession solutions, and consulting for financial professionals is pleased to announce their sponsorship with Financial Services Institute (FSI), the industry’s only organization advocating for the financial advisory space in terms of education, public awareness, and regulatory issues.