2 min read

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

3 min read

2019 Advisor Mergers & Acquisitions Annual Review

January 21, 2019

2 min read

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

2 min read

Advisor Succession Experts Obtain Valuation Certification

November 8, 2017

2 min read

Nicole Sinclair Reaches Five-Year Mark with SRG

September 13, 2017

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Succession Resource Group – Five Years in the Making

September 13, 2017

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Succession Resource Group Ranked in Oregon’s 2017 Top 100 Fastest Growing Companies

June 26, 2017

Succession Resource Group Closes NW Based Willamette Financial Group Sale

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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