David Pan
Recent posts by David Pan
2 min read
Succession Resource Group Launches MyCompass and New Website
By David Pan on Nov 12, 2021 10:06:10 AM
Topics: mycompass secondlook aquireedge
2 min read
Succession Resource Group Wins Three ThinkAdvisor Luminaries Awards
By David Pan on Nov 10, 2021 5:04:29 PM
Topics: Thinkadvisor
2 min read
SRG Announces Sale of California Fee-Only Practice to Bluesphere Advisors, LLC
By David Pan on Aug 27, 2021 11:30:00 AM
PORTLAND, Ore. (Aug. 26, 2021) – Succession Resource Group (SRG) is excited to announce the sale of California-based RIA, Empowering Financial Solutions, Inc. to Pennsylvania-based RIA, Bluesphere Advisors, LLC. This sale represents almost $50 million in assets under management (AUM) and expands Bluesphere’s presence and ability to serve clients coast-to-coast.
Topics: SRG Partner SRG Partners
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.
Topics: SRG Partner SRG Partners
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
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).