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Set Your Firm Up for Success — Using Entity Structure to Unleash Growth
Employee Retention Guide for Advisors - 2024 ed.
The Importance of Formalizing Your Entity Structure
Ensure a Seamless Experience with SRG's myCompass Platform: A Financial Advisor's Guide
Teaming Advice When Preparing for a Merger
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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...
Phone: 281.419.0400Email: information@ppcloan.comWebsite: ppcloan.com
Phone: 503.427.9910Email: info@successionresourcegroup.comWebsite: successionresource.com
