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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...

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3 min read

Penn Mutual Aligns with Succession Resource Group

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.

The new partnership allows the advisors to leverage, in tandem, the internal expertise and knowledge of Penn Mutual/HTK systems/requirements and the industry leading valuation, acquisition, and succession resources provided by Succession Resource Group. The goal of the new partnership is to bring Penn Mutual advisors information and raise awareness on the most current trends and strategies to help advisors engage in the succession process more proactively and not wait until they are ready to retire. According to Susan Notaras, Director, Teaming & Practice Development at Penn Mutual, “The importance of a strategic, considered succession plan for your financial practice is critical to the future of our industry. As the industry’s existing advisor population nears retirement, they are recognizing that a succession plan is more than just a document signed by two parties. It starts with preparing your practice, and making it attractive to an advisor looking to expand theirs. Next comes identifying your successor – probably the hardest part of forming your plan. At Penn Mutual, we believe that working as a team provides an opportunity to ‘try each other on for size’ and see if the partnership will work. Once you have identified your successor, it’s vital to have a trusted, experienced firm value your practice. We are looking forward to partnering with SRG and our advisors to create succession plans that will secure not only our advisors practices, but also our clients’ futures.”

Founder & CEO David Grau Jr., MBA of SRG said his firm is excited about the alliance and the opportunity to support Penn Mutual’s ongoing commitment to helping their advisors with succession planning. “Penn Mutual and HTK has committed itself to ensure their advisors are engaging proactively with teaming and succession planning, and our new strategic alliance will shift from raising awareness to getting plans in place through the expanded team and turnkey resources available through SRG.”

Over the next 12 months, Penn Mutual and HTK advisors can expect to see an increased level of communication regarding succession planning with SRG, from webinars and workshops, to new articles and up-to-date stats on the state of advisor value, as well as special benefits on turnkey services to help the advisors implement their acquisition and succession strategies.

About Penn Mutual/Hornor, Townsend, & Kent, Inc.
Penn Mutual offers brokerage services through its subsidiary, Hornor, Townsend, & Kent, Inc. HTK offers a full range of investment products and services designed to meet clients' financial planning needs, including mutual funds, stocks, bonds, life insurance or other timely investment ideas. HTK affiliates itself with quality individuals that have a proven background in the financial services industry. HTK supports its representatives with a highly trained staff in its Horsham, Pennsylvania home office. The HTK staff is dedicated to providing financial services professionals with all of the resources and support they need to help clients attain their investment goals.

For more information on Penn Mutual visit or Hornor, Townsend & Kent at

Contact: Susan Notaras, Director, Teaming & Practice Development | Phone: (215) 957-7283 | Email:

About Succession Resource Group
Succession Resource Group, Inc. is a boutique succession consulting company specialized in helping professional services companies, uniquely positioned to help advisors find and acquire businesses, merge their business, determine the value of and protect their business, and transition their business when the time is right. The consulting projects SRG leads require a unique combination of skills, resources and industry expertise you’ll find only at SRG. Our combined decades of experience allow Succession Resource Group to help advisors with deal structuring and negotiating, providing industry specific contracts, tax strategies, compliance, and family and estate planning considerations.

For more information on Succession Resource Group visit

Contact: Nicole Sinclair | Phone: (503) 427-9910, ext. 2 | Email:

Click to View the PDF Version of the Press Release »

David Pan

Written by David Pan