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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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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.

Topics: Erik Pahlow David Grau Jr SRG Succession Resource Group Billy Hopkins Contingency Contingency Packet Jackson Kristen Grau Press Release Silver Oak Silver Oak Securities Tennessee contingency planning Contingency Solutions SRG Partners