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Making Sense of the Great Resignation
The pandemic has not only upheaved our personal lives over the past year and a half but it is doing the same to our...
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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...
From educational webinars to hands-on checklists, we've curated content specifically for advisors to value, grow, protect and/or sell their business.
The pandemic has not only upheaved our personal lives over the past year and a half but it is doing the same to our...
On August 24, 2015, the SEC implemented FINRA Rule 2040. This rule is related to whether and how people who are not...
On June 5, 2019, a new set of regulations from the Securities and Exchange Commission (SEC) was introduced. The package
What would happen to your business, your clients and the value of the company, if something where...