PORTLAND, Ore. (July 10, 2023) – Succession Resource Group (SRG), a consulting firm focused on helping professionals in the financial services, insurance, and tax planning industries value, improve, protect, grow, and plan for the eventual transition of their business - is excited to announce the expansion of its innovative myCompass platform. The platform, designed to streamline client communication and project management, has been further enhanced to provide an even more comprehensive and efficient experience for clients.

Portland, OR (June 27, 2023) — Succession Resource Group (SRG), an M&A consulting firm that works nationwide with financial advisors, agents, and accountants, announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the “Wealthies”) in the category of Succession/Ownership Transition Services Non Custodian/Broker Dealer category for its Annual Advisor M&A and Equity Update. The update is published at the beginning of Q1 and Q3 every year, with the 2023 January release based on the largest dataset to date, sharing the most sought-after intel, including historical and current RIA valuation multiples at a national/regional level, average deal structures, financing trends, KPIs based on size, and compensation data.