Succession Resource Group Named a Finalist in the ThinkAdvisor 2025 Luminaries Awards for Thought Leadership and Education Gun Park Portland, OR – September 24, 2025 – Succession Resource Group (SRG), a leading consultant of Read More
JourneyTree Transitions to Mainsail Financial Group Through SRG’s Seller Advocacy Program, Marking 2nd Sell-Side Represented Transition with Mainsail Financial Gun Park Portland, OR – Jonathan Brandt, founder of JourneyTree, LLC (JourneyTree), a fee-only Registered Investment Advisor Read More
The Succession Resource Group 2025 Advisor M&A Report David Grau Jr. Portland, OR – February 25, 2025 – Succession Resource Group, Inc. (SRG) published its ninth Read More