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.

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.

Portland, Ore. (February 11, 2019) - Succession Resource Group (SRG) is excited to announce the 4^th 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.

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:

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.

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.

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.

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).

“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

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.