12 min read
Set Your Firm Up for Success — Using Entity Structure to Unleash Growth
Starting your business as a financial advisor is an exciting prospect. You're setting the foundation for a successful...
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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.
Starting your business as a financial advisor is an exciting prospect. You're setting the foundation for a successful...
In the fast-paced and competitive realm of...
The decision to form an entity structure for your financial practice is a critical step for experienced independent...