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Succession Resource Group Helps Commonwealth Retain $49 Million in Advisory Assets

August 7, 2019

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Succession Resource Group Ranked in Oregon’s 2019 Top 100 Fastest Growing Companies by Portland Business Journal

July 10, 2019

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Succession Resource Group Expands Partnership with PPCLOAN

April 29, 2019

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Succession Resource Group Partners with Pinnacle to Provide New Lending Solution

April 4, 2019

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Succession Resource Group Closes NW Based Willamette Financial Group Sale

March 20, 2019

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Succession Resource Group Closes Deal Between Dot Mechtenberg and Scott Forsyth

February 26, 2019

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SRG Closes Fieldstone Financial Management Deal with FourStar Wealth

February 14, 2019

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2019 Advisor Mergers & Acquisitions Annual Review

January 21, 2019

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SRG Closes Berman Investment Advisors Deal with The Mather Group

November 30, 2018

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Bloomfield Hills Financial Closes Third Deal with SRG

October 16, 2018

Succession Resource Group Helps Commonwealth Retain $49 Million in Advisory Assets

FEATURED

Shore Group Advisors and Butler Associates Financial Planners Merge to Support Growth, Succession, and Client Continuity

Guy Littlefield

Portland, OR / March 5, 2026 / Succession Resource Group, Inc. (SRG), is pleased to announce

Succession Resource Group Announces Partnership with Focus Partners Advisor Solutions to Assist with Advisor Experience & Long-Term Enterprise Value

Gun Park

Portland, OR / February 4, 2026 / Succession Resource Group, Inc. (SRG), a leading consulting firm dedicated

The Succession Resource Group 2026 Advisor M&A Report

Gun Park

Portland, OR – February __, 2026 – Succession Resource Group, Inc. (SRG)Succession Resource Group, Inc. (SRG)

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