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About SRG

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...

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3 min read

Ameritas Investment Company, LLC and Succession Resource Group Partner to Expand M&A Resources

By David Pan on May 12, 2021 8:13:00 AM

PORTLAND, Ore. (April 12, 2021) – Succession Resource Group, Inc. (SRG), a leading provider of acquisition and succession solutions and consulting for financial professionals, is pleased to announce a new strategic alliance with Ameritas Investment Company, LLC (AIC), a broker-dealer and registered investment advisor based in Lincoln, Nebraska.

1 min read

Nicole Frey Reaches Five-Year Mark with SRG

By David Pan on Jan 25, 2021 6:00:00 AM

Portland, Ore. (Jan. 25, 2021) – Today marks the fifth anniversary for Nicole Frey at Succession Resource Group (SRG), a succession consulting firm dedicated to helping financial professionals (RIA, registered representatives, agents, & accountants) value, improve, protect, grow, and plan for the transition of their business.

Topics: SRG
3 min read

Succession Resource Group Expands Talent Pool With Key Hires

By David Pan on Nov 17, 2020 8:47:46 AM

PORTLAND, Ore. (Nov 17, 2020) – Succession Resource Group (SRG) is excited to announce three strategic hires to keep up with growth and continue to deliver best-in-class service to SRG’s valued clients. Adding to SRG’s existing roster of talented professionals, the team has recently hired Josh Clifford, CVA®, Katelynn Clements, JD, and Marc Stein, AIF®.

Topics: Press Release
2 min read

Kristen Grau Recognized as NACVA’s 2020 40 Under Forty Honoree

By David Pan on Aug 24, 2020 8:00:59 AM

Kristen Grau, Executive Vice President at Succession Resource Group
Topics: Press Release
2 min read

Succession Resource Group Announces the Sale of $109M AUM Delaware-Based RIA

By David Pan on Jun 17, 2020 8:00:48 AM

Portland, Ore. (June 17, 2020) – Succession Resource Group (SRG) is excited to announce the sale of Delaware-based RIA, Lovett Advisors to Pennsylvania-based RIA, Bluesphere Advisors LLC. This sale represents over $109 million in assets under management (AUM), negotiated and closed amidst the coronavirus pandemic.

Topics: Press Release
3 min read

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

By David Pan on May 5, 2020 4:40:00 PM

PORTLAND, Ore. (May 4, 2020) – Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with lenders for buy-outs, buy-ins, working capital, refinancing, commercial real estate, start-up, and recruiting. SRG has expedited the launch of this new online application in light of the current COVID-19 pandemic, responding to advisor’s need for capital.

Topics: Press Release
2 min read

Succession Resource Group Provides Free Contingency Agreement to Advisors

By David Pan on Apr 29, 2020 7:00:09 AM

PORTLAND, Ore. (April 29, 2020) – During this COVID-19 pandemic, Succession Resource Group (SRG) is committed to bringing awareness to the topic of planning for the unexpected, offering a free contingency plan template to financial advisors during the month of May 2020, to help ensure advisors put a plan in place in the event of their death or disability (permanent or temporary).

Topics: Press Release
3 min read

Succession Resource Group Announces Sale of Coe Financial Services to Creative Planning

By David Pan on Apr 9, 2020 1:25:27 PM

Portland, Ore. (April 9, 2020) - Succession Resource Group (SRG) is excited to announce the sale of Kansas based Registered Investment Advisor ("RIA") Coe Financial Services, Inc. to Creative Planning, LLC, one of the nation's largest and fastest growing RIAs led by Peter Mallouk. This sale represents over $126 million in assets under management (AUM), and is the fifth acquisition for Creative Planning in the last year.

Topics: Press Release
2 min read

Succession Resource Group Announces Sale of Hawaii Advisory Practice

By David Pan on Mar 13, 2020 1:06:27 PM

Portland, Ore. (March 13, 2020) - Succession Resource Group (SRG) is announcing the sale of deceased Hawaii advisor, Mr. Glenn Yabuki’s book of business (“Yabuki”) to Gail Hamada and Lincoln Koike of Hawaii Wealth and Legacy Planning Group (“HWLPG”). The sale represented over $97 million in assets under management, with all assets successfully retained by Ameriprise Financial Services, Inc. (“Ameriprise”), allowing Ms. Hamada and Mr. Koike to continue honoring Mr. Yabuki’s legacy.

Topics: Press Release
3 min read

RIA M&A Decade in Review: 2010-2019

By David Pan on Feb 11, 2020 8:00:08 AM

PORTLAND, Ore. (Feb 11. 2020) — Succession Resource Group, Inc. (SRG) is publishing its ten-year retrospective look at the state of the mergers and acquisitions for independent RIAs and advisors, recapping deal data, trends, and predictions for the coming decade. SRG’s data for this period draws upon more than $250 million in third-party transactions and over $20 billion in total assets under management (AUM) transferred1.

Topics: Press Release
2 min read

Succession Resource Group Announces Sale of Washington DC Area Advisory Practice

By David Pan on Jan 30, 2020 11:00:20 AM

Portland, Ore. (Jan. 30, 2020) – Succession Resource Group (SRG) is excited to announce the sale of Ameriprise Financial Services advisor Alan M. Kolnik based in the Washington DC metro area to Jon Kuttin of Kuttin Wealth Management, named a Barron’s Hall of Fame Advisor, 2019. The sale represented over $40 million in assets under management, allowing Kuttin to expand his firm’s presence down the eastern seaboard.

Topics: Press Release
2 min read

Succession Resource Group Wins 2019 WealthManagement.com Industry Award in Succession/Ownership Transition Services

By David Pan on Sep 19, 2019 10:24:49 AM

PORTLAND, Ore. (Sept. 19, 2019) – Succession Resource Group (SRG) is proud to announce it was nominated and won the 2019 WealthManagement.com Industry Award in the category of Succession/Ownership Transition Services for its “Shared Growth Model” strategy, nominated with Financial Advocates and Hamburger Law Firm. SRG was also named a finalist in the category of Industry Research Providers for its “Annual Advisor M&A Update.”

Topics: Press Release
2 min read

SRG Facilitates Strategic Alliance Between Pension & Wealth Management Advisors and Kastel Capital Advisors, LLC

By David Pan on Sep 12, 2019 8:00:43 AM

Portland, Ore. (Sept. 12, 2019) – Succession Resource Group (SRG) is pleased to announce a strategic alliance between two Massachusetts-based investment advisory organizations: Pension & Wealth Management Advisors (PWM) and Kastel Capital Advisors, LLC (Kastel). The alliance will represent a team of five experienced fiduciary advisors managing more than $150 million in assets under management from individual and institutional clients in 22 states.

Topics: Press Release
2 min read

Succession Resource Group Ranks on the 2019 Inc. 5000 List of America’s Fastest-Growing Private Companies

By David Pan on Aug 20, 2019 8:00:43 AM

PORTLAND, Ore. (Aug. 20, 2019) – Succession Resource Group (SRG) is proud to be named as the third largest Oregon company in the financial services industry on this year’s Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. SRG joins the ranks of other notable Inc. 5000 honoree alumni including Intuit, Microsoft, Pandora, Patagonia, and Oracle. SRG was also ranked for the second time in the Top 100 Fastest Growing Companies by the Portland Business Journal in 2019.

Topics: Press Release
2 min read

Succession Resource Group Announces Sale of $420 Million AUM Ameriprise Advisory Practice

By David Pan on Aug 13, 2019 8:00:41 AM

Portland, Ore. (Aug. 13, 2019) – Succession Resource Group (SRG) is excited to announce the sale of Orlando, Florida based Santiago & Associates (Santiago), an Ameriprise Platinum Financial Services practice owned and operated by Conrad Santiago, an independent Private Wealth Advisor affiliated with Ameriprise with $420 million in assets under management. The purchaser, Brent Trentham of The Trentham Urquhart Group (Trentham), is based in Tennessee and was named one of Forbes Best-in-State Advisors of 2019 and Barron's® "Top 1,200 Financial Advisors: State-by-State Ranking”. Mr. Trentham was also a member of the Chairman’s Advisory Counsel (CAC) from 2005-2016.

Topics: Press Release
1 min read

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

By David Pan on Aug 7, 2019 8:00:48 AM

Portland, Ore. (Aug. 7, 2019) - Succession Resource Group (SRG) is excited to announce the sale of Washington-based firm Lighthouse Financial Strategies, Inc. (owned and operated by Steven Holmes) to Nate Oeming and Tim Mahalak of The Oeming Group (Oeming-Mahalak). The financial advisory practice sale represented over $49 million in assets under management, with all assets retained on Commonwealth Financial Network’s platform.

2 min read

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

By David Pan on Jul 10, 2019 8:00:30 AM

Portland, Ore. (July 10, 2019) – Succession Resource Group, Inc. (SRG), a Portland-based succession consulting firm, is proud to be ranked as one of Oregon’s fastest-growing private companies in the Portland Business Journal’s top 100 list, ranking #62. This is the second time SRG has been given this award in the last five years. SRG received the recognition as a result of its continued success, increasing its revenue 77.31% in just the last two years.

Topics: Press Release
2 min read

Succession Resource Group Expands Partnership with PPCLOAN

By David Pan on Apr 29, 2019 1:38:01 PM

Portland, Ore. (April 29, 2019) – Succession Resource Group (SRG) announced their expanding strategic alliance with PPCLOAN, jointly providing no-cost consultation at all the major RIA conferences in 2019. This initiative is based on two key trends in the marketplace:

  1. Based on SRG deal data from 2018, almost three-quarters (73%) of all deals rely on bank financing;

  2. Finding a knowledgeable and reliable source of capital has proven challenging for SRG clients, despite the spike in the number of lenders and recruiters trying to provide or broker loans.

Topics: Press Release
2 min read

Succession Resource Group Partners with Pinnacle to Provide New Lending Solution

By David Pan on Apr 4, 2019 8:00:56 AM

Portland, Ore. (April 4, 2019) – Succession Resource Group (SRG) is announcing a new alliance with Pinnacle Commercial Capital (Pinnacle) to provide advisors a lending solution unlike those of SRG’s existing lending partners.

Topics: Press Release
2 min read

Succession Resource Group Closes NW Based Willamette Financial Group Sale

By David Pan on Mar 20, 2019 9:51:36 AM

Portland, Ore. (March 20, 2019) – Succession Resource Group is pleased to announce the sale of Rex Brenton and Karen Curry of Willamette Financial Group (WFG) to Jon D. Lawry and W. Nick de Freitas of Lawry | de Freitas Wealth Management. The sale represented over $81 million in assets under management in the Portland, Oregon metro area.

2 min read

Succession Resource Group Closes Deal Between Dot Mechtenberg and Scott Forsyth

By David Pan on Feb 26, 2019 8:00:29 AM

Portland, Ore. (Feb. 26, 2019) – Succession Resource Group is excited to announce the sale of Denver-based advisor Dorothy “Dot” Mechtenberg of Dot Mechtenberg, Inc. to Scott Forsyth of Capital Management Group. Both advisors are under Geneos Wealth Management, a boutique Colorado based RIA and independent Broker-Dealer. The sale represented over $75 Million in assets under management transitioned with all assets being retained on the Geneos platform.

2 min read

SRG Closes Fieldstone Financial Management Deal with FourStar Wealth

By David Pan on Feb 14, 2019 2:09:01 PM

Portland, Ore. (February 11, 2019) - Succession Resource Group (SRG) is excited to announce the 4th transaction of the 2019 calendar year, with the sale of Boston based RIA – Fieldstone Financial Management to FourStar Wealth Advisors. FourStar is led by CEO Brian Kasal, who has taken his already successful Chicago based RIA with approximately $117 million in assets under management in its first five years in business to $350 million with this acquisition.

3 min read

2019 Advisor Mergers & Acquisitions Annual Review

By David Pan on Jan 21, 2019 8:00:13 AM

PORTLAND, Ore. (Jan. 21, 2019) — Succession Resource Group, Inc. (SRG) is publishing its fifth annual review on the M&A activities of RIA and securities professionals, recapping 2018 deal data and trends drawing on $88 million in third-party advisor sales and $6.7 billion in AUM transferred[1]. Based on the deals completed in 2018, total deal volume was up 37% and is expected to continue to increase into 2019, poised to see record deal volume should there be any major sustained market corrections. Other key findings listed in the 2019 Advisor Mergers and Acquisitions:

1 min read

SRG Closes Berman Investment Advisors Deal with The Mather Group

By David Pan on Nov 30, 2018 8:00:23 AM

Portland, Ore. (Nov. 30, 2018) - Succession Resource Group (SRG) is excited to announce the sale of their client Steve Berman of Berman Investment Advisors (Berman) to The Mather Group (TMG) who was recently listed on InvestmentNews Top 25 Fastest Growing $1 Billion+ RIAs list and Barron’s Top 100 Independent Advisor list.

2 min read

Bloomfield Hills Financial Closes Third Deal with SRG

By David Pan on Oct 16, 2018 8:00:09 AM

Portland, Ore. (Oct. 16, 2018) – Succession Resource Group (SRG) is excited to have facilitated Bloomfield Hills Financial (BHF) with the completion of its third acquisition, representing a combined $428 million in acquired assets under management with offices in five states.

Topics: Press Release
2 min read

Succession Resource Group Gives Free M&A Consulting at 2018 LPL Focus Conference

By David Pan on Jul 23, 2018 12:05:44 PM

Free Consultation Pre-Registration is open for Conference Attendees

Portland, Ore. (July 19, 2018) – Succession Resource Group (SRG) is excited to participate in the 2018 LPL Focus Conference in Boston, MA, from July 29 to August 1, and will be bringing three industry experts to provide free one-on-one consultations in their private meeting area at booth #30. These sessions will be focused on providing advice from experts with more than 30+ of combined experience who work with LPL advisors everyday.

Topics: Press Release
2 min read

Advisor Succession Experts Obtain Valuation Certification

By David Pan on Nov 8, 2017 3:33:37 PM

Portland, Ore. (November 8, 2017) - Succession Resource Group (SRG), the leading provider of succession and valuation services to advisors, is pleased to announce that Kristen Grau, CPA, CVA has earned the designation of Certified Valuation Analyst (CVA) from the National Association of Certified Valuators and Analysts (NACVA).

Topics: Press Release
2 min read

Nicole Sinclair Reaches Five-Year Mark with SRG

By David Pan on Sep 13, 2017 2:39:59 PM

“Congratulations Nicole, and thank you from all of us at Succession Resource Group. We have been honored to work with you and have you a part of our team these past five years. Your focus on assisting clients, dedication to timeliness, and sense of humor are a wonderful asset to our team and clients!” – The SRG Team

Topics: Press Release
2 min read

Succession Resource Group – Five Years in the Making

By David Pan on Sep 13, 2017 2:36:26 PM

 

Portland, Ore. (September 13, 2017) – As we close out August, this now marks the five-year anniversary of Succession Resource Group (SRG), a consulting firm dedicated to help financial service professionals value, improve, protect, grow, and plan for the transition of their business. Founded in 2012 by David Grau Jr., SRG has grown to a team of eight dedicated professionals and was recently included in Portland Business Journal’s 100 Fastest Growing Private Companies.

Topics: Press Release
2 min read

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

By David Pan on Jun 26, 2017 12:44:35 PM

Portland, Ore. (June 26, 2017) – Succession Resource Group, Inc. (SRG), a Portland based succession consulting firm, is proud to be ranked as one of Oregon’s fastest growing private companies in the Portland Business Journal’s top 100 list.

Topics: Press Release
4 min read

2016 Advisor Merger & Acquisitions Data Press Release

By David Pan on Feb 20, 2017 6:29:47 PM

(PORTLAND, Ore. — Feb. 20, 2017) Succession Resource Group, Inc. (SRG) published its third annual review of advisor acquisition activity, recapping 2016 data highlights and trends, drawing on more than $46 million dollars in third-party aggregate advisor sales prices ($5.6 billion in aggregate AUM transferred). SRG presented its findings to a live audience in its presentation titled, “2016 Financial Advisor Merger & Acquisition Annual Review” providing the status of the macro environment for deals completed in 2016 (excluding data from internal succession plans) for independent Registered Investment Advisors and Registered Representatives. Based on SRG’s data, the average sale price for financial services firms held steady in 2016, with no change in the year-over-year growth in value paid per dollar of recurring revenue (referred to as the recurring gross revenue multiple), and a slight decline in the year-over-year growth in value paid per dollar of commission revenue (referred to as a non-recurring gross revenue multiple).

3 min read

First Affirmative Financial Network LLC Aligns with Succession Resource Group

By David Pan on Feb 7, 2017 9:50:13 AM

PORTLAND, Ore. – Succession Resource Group, Inc. (SRG) is pleased to announce a new strategic partnership with First Affirmative Financial Network LLC, which is a wholly owned subsidiary of FOLIOfn, Inc., specializing in sustainable, responsible, impact investing. Through the new partnership, SRG will expand the available succession resources, expertise, access to tools and information, as well provide reduced fees as a new partner with advisor succession planning.

2 min read

Independent Financial Group Aligns with Succession Resource Group

By David Pan on Jan 16, 2017 12:54:07 PM

(PORTLAND, OR – Jan. 16, 2017) – Succession Resource Group, Inc. (SRG) is pleased to announce a new strategic partnership with Independent Financial Group (IFG), to expand the firm’s existing contingency and succession solutions. The partnership will bring the outside expertise and resources of industry expert, Succession Resource Group, to the company’s more than 600 advisors worldwide.

3 min read

2015 Advisor Merger & Acquisitions Data Press Release

By David Pan on Apr 12, 2016 7:00:38 AM

(PORTLAND, OR — April 12, 2016) Succession Resource Group, Inc. (SRG) published its second annual review of advisor acquisition activity, recapping 2015 data highlights and trends, drawing on more than $31 million dollars in third-party sales. SRG presented its findings to a live audience in its presentation titled, “2015 Financial Advisor Merger & Acquisition Annual Review” providing the status of the macro environment for deals completed in 2015 (excluding data from internal succession plans) for independent Registered Investment Advisors and Registered Representatives selling for less than $10 million.

3 min read

Penn Mutual Aligns with Succession Resource Group

By David Pan on Mar 16, 2016 4:58:11 PM

PORTLAND, OR, March 16, 2016 – Succession Resource Group, Inc. (SRG) is pleased to announce a new strategic alliance with The Penn Mutual Life Insurance Company and its independent broker-dealer and Registered Investment Advisor, Hornor, Townsend & Kent (HTK), to expand the firm’s existing succession and teaming solutions. The partnership will bring the outside expertise and resources of industry expert, Succession Resource Group, to the company’s more than 1,000 advisors nationwide.

3 min read

Silver Oak Securities and Succession Resource Group Partner to Expand Succession Resources for Advisors

By David Grau Jr. on Jan 21, 2016 5:00:09 AM

(PORTLAND, OR – January 21, 2016) – Succession Resource Group, Inc. (SRG), a succession and acquisition consulting firm for advisors is pleased to announce a new strategic alliance with, and development of strategic resources for Silver Oak Securities, Inc., a fast growing regional broker-dealer and Registered Investment Advisor based in Jackson, Tennessee catering to approximately 150 advisors nationwide.

3 min read

Sigma Financial Corporation / Parkland Securities, LLC and Succession Resource Group Partnering to Expand M&A Resources to Advisors

By David Grau Jr. on Nov 13, 2015 8:51:12 AM

(PORTLAND, OR – November 13, 2015) – Succession Resource Group, Inc. (SRG), the industry leader of acquisition and succession solutions for financial advisors, is pleased to announce a new strategic alliance with Sigma Financial Corporation (Sigma) and Parkland Securities, LLC (Parkland), broker-dealers based in Ann Arbor, Michigan. The alliance is designed to raise awareness and provide access to tools and expertise to ensure every Sigma and Parkland advisor is leveraging practice acquisition and succession planning as short- and long-term growth tools.

3 min read

Succession Resource Group Set to Contribute to Upcoming Financial Services Institute Symposium

By David Grau Jr. on Oct 15, 2015 3:55:15 PM

(PORTLAND, OR – October 15, 2015) – Succession Resource Group, Inc. (SRG), the leader of acquisition, succession solutions, and consulting for financial professionals is pleased to announce their sponsorship with Financial Services Institute (FSI), the industry’s only organization advocating for the financial advisory space in terms of education, public awareness, and regulatory issues.

3 min read

LPL Financial Announces Vendor Affinity Program & Inclusion of Succession Resource Group

By David Grau Jr. on Aug 25, 2015 9:10:28 AM

PORTLAND, OR--(Marketwired - August 25, 2015) - Succession Resource Group, Inc. (SRG), the industry leader of acquisition and succession solutions for financial advisors, is pleased to announce its selection for inclusion in LPL Financial's new Vendor Affinity Program. The program is a new initiative designed to help advisors reduce the complexity and costs of running their businesses by offering a central repository of vendors who have been reviewed by LPL, the nation's largest independent broker-dealer*. LPL advisors can access the tools and expertise provided by SRG to leverage practice acquisition and succession planning as short and long-term growth tools.

SRG's solutions can help LPL advisors value, refine, protect, grow, and eventually transition their most valuable asset -- their business. SRG's solutions compliment LPL's internal consulting team to enable LPL advisors to receive comprehensive industry expertise/perspective and provide access to SRG's growing pool of customized valuation and succession tools. "At LPL, we remain committed to developing smarter and simpler ways to do business," said Dan Arnold, President of LPL. "The Vendor Affinity Program is a tangible way that LPL's scale can directly impact our clients' bottom line and further underscores the value in affiliation with LPL."

Founder & CEO of SRG, David Grau Jr., MBA said his firm is excited about the alliance with LPL Financial given how closely aligned SRG, LPL, and advisors' goals are for building businesses with sustainable and transferable value. "Succession planning is about building something for the next generation, for both advisors and their clients," said Grau. "Yet, industry-wide, less than 1 in 10 advisors has taken any meaningful steps towards planning for their eventual transition. If the average advisor was 40 years old, we could all keep our heads in the sand. But the average advisor is now in his or her mid 50s, so it's nice to find a partner as committed as we are to building sustainable advisor practices and raising the bar on succession planning industry-wide."

For more information on the alliance between SRG and LPL Financial, LPL advisors can visit: https://rc.lpl.com/content/rc/mega-menu/your-business/manage-your-business1/va-program.html

*Based on total revenues, Financial Planning magazine, June 1996-2015

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is a leader in the financial advice market and serves $486 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,100 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $112 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of June 30, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,385 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

About Succession Resource Group (SRG)
Succession Resource Group is a consulting firm committed to helping financial advisors with their acquisition and succession needs. Founded and led by David Grau Jr., MBA, a succession planning consultant for nearly a decade working with financial professionals, SRG provides turnkey customized acquisition and succession planning solutions to a variety of professional service firms nationwide, helping both individuals as well as providing firm-wide solutions for broker-dealers and custodians. SRG's suite of services includes business valuation, contingency planning, business structuring and equity compensation strategies, succession planning, acquisition/seller search and sale support (including personal consulting, deal structuring, tax strategies, checklists, transition packet, and comprehensive customizable form contracts), and personalized consulting from industry experts. For more information on Succession Resource Group visit www.successionresource.com.

 
3 min read

Financial Advocates & Succession Resource Group Partner to Expand Acquisition/Succession Resources for Advisors

By David Grau Jr. on Aug 26, 2014 2:46:56 PM

Financial Advocates and Succession Resource Group Partner to Expand Acquisition/Succession Resources for Advisors

2 min read

SRG Announces Partnership with SCF Securities – January 29, 2014

By David Grau Jr. on Jan 29, 2014 12:00:12 AM

SCF Securities and Succession Resource Group Team to Expand Acquisition/Succession Resources

(PORTLAND, OR – January 29, 2014) – Succession Resource Group, Inc. (SRG), the proven leader of acquisition and succession solutions and consulting for advisors in the financial services industry, is pleased to announce a new strategic alliance with SCF Securities, Inc., one of the industry’s premier boutique broker-dealers based in Fresno, California.

2 min read

Don McLaughlin Joins SRG Team – January 27, 2014

By David Grau Jr. on Jan 27, 2014 12:00:36 AM

Succession Resource Group Expands Team and Focus to Insurance Industry

(PORTLAND, OR – January 27, 2014) – Succession Resource Group, Inc. (SRG) the industry leader providing personalized acquisition and succession solutions to the financial services industry has added Don A. McLaughlin, CLU, CLF, ChFC, MSM to its team of experts. Prior to joining SRG, Don served as Director of Business Development with Principal Financial Group consulting on acquisition, succession, contingency and transition planning for their Career Distribution leaders, advisors and reps nationwide. His deep understanding of the insurance industry and his passion for helping perpetuate businesses has made him a sought after expert. This addition to the SRG team expands the firm’s ability to provide thought leadership on succession planning to the insurance industry – a topic on which the entire industry is now focusing.

Topics: Press Release
2 min read

United Planners & SRG Partner – May 24, 2013

By David Grau Jr. on May 24, 2013 1:00:32 AM

United Planners Financial Services Announces LEAPS Program to Assist Advisors with Acquisition and Succession Needs

Successor Search Solutions include Coaching, Business Valuation and Succession Blueprint

1 min read

Experience Advisor Teaming Opportunity - Portland, OR

By David Grau Jr. on Mar 22, 2013 8:00:10 AM

PacWest Wealth Partners, based in the Portland metro area, is looking to add an experienced team member to join their fast growing independent financial services firm. The firm currently has three partners spanning multiple generations, as well as a robust support team and turnkey office setup with five locations around the state which has allowed the firm to grow quickly, both organically and through acquisition. The firm’s mission is to provide families peace of mind through collaborative financial advice.

Topics: Press Release
2 min read

SRG Official Launch Press Release – August 15, 2012

By David Grau Jr. on Aug 15, 2012 1:00:24 AM

Succession Resource Group Launches to Provide Acquisition and Succession Solutions to Help Broker-Dealers and Custodians Support Their Advisors

Topics: Press Release

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